VeriFone UX301 User manual

Verifone Part Number DOC159-026-EN-C, Revision C
UX301
Installation Guide

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Verifone Part Number DOC159-026-EN-C, Revision C
UX301 Installation Guide
© 2017 Verifone, Inc.
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UX301 INSTALLATION GUIDE 3
CONTENTS
PREFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Conventions and Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
CHAPTER 1
Device Overview Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
CHAPTER 2
Setup Selecting Unit Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Unpacking the Shipping Carton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Examining the Unit’s Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
ARS and Service Switches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing or Replacing SAM Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Cable Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Mounting the Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Grounding the Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Connecting Power Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Using the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
CHAPTER 3
Specifications Technical Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
CHAPTER 4
Maintenance and
Cleaning
Additional Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
CHAPTER 5
Service and Support Service Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Accessories and Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
CHAPTER 6
Troubleshooting
Guidelines
Transactions Fail To Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
CHAPTER 7
Port Pinouts UX301 Port Pinouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
APPENDIX A
Caution and
Warning Messages
UX301 Caution and Warning Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

CONTENTS
4UX301 INSTALLATION GUIDE

UX301 INSTALLATION GUIDE 5
PREFACE
This guide is the primary source of information for setting up and installing the
UX301 unit.
Audience
This guide describes the card reader’s features, and provides the basic
information for its installation and configuration.
Organization
This guide is organized as follows:
Chapter 1,Device Overview. Provides an overview of the device.
Chapter 2,Setup. Explains setup and installation of the device, selecting a
location, and establishing connections with other devices.
Chapter 3,Specifications. Discusses the power requirements and dimensions of
the device.
Chapter 4,Maintenance and Cleaning. Explains maintenance of the device.
Chapter 5,Service and Support. Provides information on contacting your Verifone
service provider and information on how to order accessories or documentations
from Verifone.
Chapter 6,Troubleshooting Guidelines. Provides troubleshooting guidelines
should you encounter a problem with unit installation and configuration.
Chapter 7, Port Pinouts. Shows the different pinout settings for ports on the
UX301 persistent board as well as model-dependent boards.
Appendix A, Caution and Warning Messages. Shows the UL/cUL certification-
compliant translations of all Warning and Caution messages in this installation
guide.
Related
Documentation
To learn more about the card reader and controller device, refer to the following
set of documents and their associated Verifone Part Numbers (VPNs).
Conventions and
Acronyms
This section describes the conventions and acronyms used in this guide.
UX301 Certifications and Regulations Sheet VPN DOC159-024-EN
UX401 Certifications and Regulations Guide VPN DOC159-034-EN
UX401 Installation Guide VPN DOC159-035-EN

PREFACE
Conventions and Acronyms
6UX301 INSTALLATION GUIDE
Document
Conventions
Various conventions are used to help you quickly identify special formatting.
Table 1 describes these conventions and provides examples of their use.
Acronym Definitions
Various acronyms are used in place of the full definition. Table 2 presents
acronyms and their definitions.
Table 1 Document Conventions
Convention Meaning Example
Blue Text in blue indicates terms that
are cross referenced.
See Conventions and
Acronyms.
The pencil icon is used to
highlight important information.
If exchanging cables, use a
Verifone-approved cable.
The caution symbol indicates
possible hardware or software
failure, or loss of data.
Using an incorrectly rated power
supply can damage the unit or
cause it to malfunction.
The lightning symbol is used as
a warning when bodily injury
might occur.
For safety, do not string cables
or cords across a walkway.
NOTE
CAUTION
WARNING
Table 2 Acronym Definitions
Acronym Definitions
ARS Anti Removal Switch
COM Communications port
CTLS Contactless
CTS Clear to Send
DDRAM Double Data Rate Random Access Memory
ETH Ethernet
HW Hardware
PTS PIN Transaction Security
RF Radio Frequency
RJ45 Registered Jack 45 modular connector
RS-232 Recommended Standard 232
RTS Request to Send
SAM Secure Access Module
SMA SubMiniature version A connector
SRED Secure Reading and Exchange of Data
USB Universal Serial Bus
VM Vending Machine
WAN Wide Area Networks

UX301 INSTALLATION GUIDE 7
CHAPTER 1
Device Overview
The UX301 is a card reader processing device that works with UX1xx PIN pads,
UX401 contactless readers, vending machines and the TG-2460H printer. The
reader supports transactions in a variety of environments, specifically in the
outdoor and unattended markets.
Features and
Benefits
The UX301 is Verifone’s card reader and main control unit. It creates an
economical solution for merchants who are looking to expand their payment
acceptance options.
Exceptional Ease of
Use
The following features simplify transactions in various environments:
•Device driver installs USB connections automatically.
•Designed for indoor and outdoor use.
•Sleep mode.
•Various connectivity options integrated into device to conveniently suit most
unattended environments.
•Connects with various Verifone unattended POS terminals.
•Bright LEDs to display card transaction progress.
•Buzzer for audio confirmation of card transactions.
•Conducive design supports payment transactions in a variety of payment
situations, such as vending and kiosk environments.
Compliance
PCI PTS 3.1, PCI-SRED, EMV Level 1 and Level 2, PayPass, PayWave, AMEX
Expresspay2 and Discovery.
Device Capabilities
The UX301 is a main control unit device as well as a magnetic card reader and
smart card reader. This unit connects to vending machines, PCs, and is intended
to connect to peripheral units such as PIN pads, CTLS antennae and external
printers.

DEVICE OVERVIEW
Features and Benefits
8UX301 INSTALLATION GUIDE

UX301 INSTALLATION GUIDE 9
CHAPTER 2
Setup
This chapter describes the setup procedures for the UX301 card reader and
controller, under the following sections:
•Selecting Unit Location
•Unpacking the Shipping Carton
•Examining the Unit’s Features
•ARS and Service Switches
•Installing or Replacing SAM Cards
•Cable Connections
•Mounting the Device
•Grounding the Units
•Connecting Power Supply
•Using the Device

SETUP
Selecting Unit Location
10 UX301 INSTALLATION GUIDE
Selecting Unit
Location
Use the following guidelines when selecting a location for your device.
•Select a location convenient for the customer.
•Avoid dusty, hot or damp locations.
•To minimize data reading or writing errors, pick a location free from magnetic
interference. Choose a spot a safe distance away from objects or units that
generate magnetism.
•Install the unit not more than 0.8m away from the UX401 CTLS Reader.
Choosing Mounting
Location
Choose a mounting location that ensures the card slot is in full view of the
cardholder during card insertion.
Unpacking the
Shipping Carton
Open the shipping carton and carefully inspect its contents for possible tampering
or shipping damage.
To unpack the
shipping carton
1Remove the unit from the shipping carton. The standard package contains the
unit, a grounding cable and a ferrite connector cable (VPN CBL159-309-01-B)
for connecting to an external power supply. Refer to Accessories and
Documentation for more information about the device’s related accessories.
2Remove any protective wrap before mounting the unit.
3Save the shipping carton and packing material for future repacking or moving
of the device.
CAUTION
Make sure the installation method does not invalidate the Anti-Removal Switch
(ARS) function. Do not, for instance, install the UX301 in a sub-chassis that can
be removed from the main cabinet.
NOTE
The front panel of the device meets the IP34 standards for installation under
outdoor environments.
WARNING
Do not use a unit that has been tampered with or otherwise damaged. This unit
comes equipped with tamper-evident labels. If a label or component appears
damaged, immediately notify the shipping company and your Verifone
representative or service provider.