> For the complete documentation index, see [llms.txt](https://docs.verifone.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.verifone.com/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/setup.md). # Setup This chapter describes the setup procedures for the UX301 card reader and controller. ## 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. {% hint style="warning" %} 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. {% endhint %} {% hint style="info" %} The front panel of the device meets the IP34 standards for installation under outdoor environments. {% endhint %} ## Unpacking the Shipping Carton Open the shipping carton and carefully inspect its contents for possible tampering or shipping damage. **To unpack the shipping carton:** 1. Remove 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](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/service-and-support.md#accessories-and-documentation) for more information about the device's related accessories. 2. Remove any protective wrap before mounting the unit. 3. Save the shipping carton and packing material for future repacking or moving of the device. {% hint style="danger" %} 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. {% endhint %} ## Examining the Unit's Features Before you continue the installation process, review the features of the device (see Figure 1, Figure 2 and Figure 3).

Figure 1: UX301 Front View

### Front Features The front of the reader shows the following: * Customer-view indicator LEDs * The card reader slot * Anti-removal switches * Installation mounting stud holes.

Figure 2: UX301 Underside View

### Back Features * Nozzle for water drainage * Persistent board features: * USB Device (Type B) \[client] * 2 Powered USB ports (Type A) \[host] * Power port (9 to 43V DC Power in) * LAN with 2 LEDs * COM1 (RS-232) * 8-PIN RF port * SMA (analog RF) CTLS / NFC antenna connector * 3 SAM card slots * Model-dependent board features: * MDB power port (9 to 43V DC).

Figure 3: UX301 Top View

## ARS and Service Switches The following illustrations show the locations of the Anti-Removal Switches (ARS) and the service switch on the UX301.

Figure 4: UX301 ARS and Service Switches

### Removal Protection The front Anti-Removal Switches detect any removal attempt from the device cabinet and disables the PIN processing functionality. Re-installation requires an authorized process. Please contact your Verifone representative for details. {% hint style="warning" %} 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. {% endhint %} ### System Mode Activation The rear service switch provides administrators System Mode access to the UX301. System Mode is restricted to administrators and authorized users only. Please contact your Verifone representative for details. ## Installing or Replacing SAM Cards You may need to install a security access module (SAM) card or replace the old card. You can find three SAM slots on the UX301 (see Figure 3). {% hint style="warning" %} Observe standard precautions in handling electrostatically sensitive devices. Electrostatic discharges can damage the equipment. Verifone recommends using a grounded anti-static wrist strap. {% endhint %} **To install or replace SAM cards:** 1. Disconnect the device from all power sources. 2. Disconnect the device from any external devices. 3. Carefully slide the SAM card into the slot, by aligning the card and carefully sliding into the slot until fully inserted.

Figure 5: Installing SAM Card

{% hint style="info" %} * The SAM card holders ensure that cards fit into the slots in only one way. * The rectangular symbols show the SAM card's notched corners are always visible. These indicate which way the card notch should face before you insert the card into the SAM slot. * The circular symbols indicate the SAM card slot numbers. {% endhint %}

Figure 6: SAM Slots and Card Orientation

4. Install additional SAM cards in the available slots as necessary. ## Cable Connections The UX301 rear panel holds several interface ports for power and communications. Use this section to see how the UX301 connects to various UX-series units, as well as other devices. {% hint style="info" %} To get the proper connection cables, please refer to [Accessories and Documentation](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/service-and-support.md#accessories-and-documentation). {% endhint %} ### Connecting to a UX-Series Host Device This section discusses the connection of the UX301 device with the following host units: #### Connecting to a Vending Machine You can connect the UX301 to a host vending machine (VM) with any of the following connection types: * USB Type B * ETH (LAN) * COM (RS-232) * MDB For more information regarding your card reader configuration and your cabling needs, contact your local Verifone service provider. For cable ordering information, see [Accessories and Documentation](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/service-and-support.md#accessories-and-documentation). ### Connecting to a UX-Series Peripheral Device This section discusses the connection of the UX301 device with the following peripheral units: * Connecting to a UX1xx Series PIN Pad * Connecting to a UX401 CTLS Unit. #### Connecting to a UX1xx Series PIN Pad You can connect the UX301 to a UX1xx-series PIN pad device with a standard USB Type A to B connection (VPN CBL000-045-01-A).

Figure 7: Connecting to a UX110 PIN Pad

Connect the Type A plug in the UX301 high-powered port and connect the type B plug to the USB port of the UX110. Use the same procedure for connecting to other UX1xx-series PIN pads. #### Connecting to a UX401 CTLS Unit This section discusses connecting the UX301 device with the UX401 using UX301-UX401 comm cable (VPN CBL159-313-02-A) and a UX301-UX401 RF analog cable (VPN CBL159-302-03-A). {% hint style="warning" %} Do not enable the CTLS function by SW if the UX401 antenna isn't connected to the UX301. Activating CTLS without a UX401 antenna attached can damage the UX301 RF front end. {% endhint %} **To connect the UX301 to a UX401 CTLS unit:** 1. Attach one end of the RJ45 plug cable to the UX301 and the other end to the UX401. 2. Attach one end of the SMA cable to the UX301 and the other end to the UX401.

Figure 8: Connecting to a UX401 CTLS Unit

{% hint style="info" %} Tighten the SMA cable at both ends by holding the end cap and turning. Avoid holding the strain relief cord while tightening or removing the end caps. {% endhint %} ### Connecting Optional Devices The UX301 can connect to various peripheral devices outside the UX-Series product range. #### Connecting to a TG-2460H Printer Use the following cables to connect to the UX301 to a TG2460-H printer: * Y-cable (VPN CBL159-306-01-A) * TG2460-H printer power cable (VPN 28580-01-R) * RS-232 cable (VPN CBL013-005-01-A). **To connect to a TG-2460H Printer:** 1. Disconnect the device from all power sources. 2. Connect the RS-232 cable to the UX301 printer port and connect the RJ45 plug to the printer.

Figure 9: Connecting TG-2460H Printer Cable

3. Connect power to the printer using the CBL159-306-01-A and 28580-01-R cables.

Figure 10: Connecting Power to UX301 and Printer

{% hint style="info" %} Connecting the UX301 to the TG2460H printer requires 24 V DC power. {% endhint %} ### Disconnecting Cables To disconnect cables, use the same steps described above in reverse. If exchanging cables, use Verifone-approved cables. See [Accessories and Documentation](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/service-and-support.md#accessories-and-documentation) for cable part numbers and ordering information. ## Mounting the Device Use the following procedure to mount the UX301 to a suitable mounting surface. {% hint style="warning" %} For proper operation of the Anti-Removal Switch (ARS), do not use additional gaskets or washers. Use the unit and its accessories as they are upon removing from the packaging. {% endhint %} {% hint style="warning" %} Make sure that your mounting frame has a thickness of 2 mm. {% endhint %} {% hint style="info" %} Your mounting surface may have different installation instructions. Refer to the user guide of your mounting device for further information. {% endhint %} **To mount the unit:** 1. Align the UX301 stud holes with the holes on the mounting surface.

Figure 11: Mounting the UX301

2. Place the reader flush onto the mounting slot. 3. Secure the unit with M5 nuts with a minimum length of 12 mm. Tighten the nuts using to the recommended torque of 7.0 kgfcm (6.1 lbf.in). {% hint style="info" %} You can also mount the UX301 using welded screw bolts on the inner side of the mounting plate. This prevents any vandalism of the screw heads on the outer surface. {% endhint %} 4. Connect flexible tubing with 9mm inner diameter to the drain nozzle at the bottom of the UX301 (see Figure 2) and place the other end of the tubing at an appropriate drainage area. {% hint style="info" %} The nozzle drains water out of the bezel area through the flexible tube. Ensure that the tubing is properly dressed and mounted as vertical as possible (without any loops) to ensure smooth water drainage. {% endhint %} ## Grounding the Units If you connect the UX301 to a UX-series PIN pad, use the following steps to ground your units. {% hint style="info" %} For cable use and ordering information, see [Accessories and Documentation](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/service-and-support.md#accessories-and-documentation). {% endhint %} **To ground the units:** 1. Remove mounting nuts from the back of the UX301 and the PIN pad unit (do remove the nut securing the PIN pad cable retainer).

Figure 12: Grounding the UX301 and PIN Pad Units

2. Attach one end of the grounding cable (VPN WIR159-302-02-A) to the UX301 and connect the other end to a ground installation. See (C) in Figure 12. 3. Use another grounding cable (VPN WIR159-302-02-A) and attach one end to the PIN pad mounting bolt. Connect the other end to a ground installation. See (C) in Figure 12. 4. Connect the UX301 to the PIN pad with another grounding cable (VPN WIR159-302-01-A) using the same mounting bolts. See (A, B) in Figure 12. 5. Replace the nuts and tighten to the recommended torque of 7.0 kgfcm (6.1 lbf.in). ## Connecting Power Supply Not all UX301 configurations and device contexts require the use of a power supply. Verifone ships power supplies with the UX301 as required. If you have questions about which power supply to use, contact your Verifone representative. For more information, see [Accessories and Documentation](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/service-and-support.md#accessories-and-documentation). {% hint style="warning" %} Using an incorrectly rated power supply can damage the unit or cause it to malfunction. The power rating for UX301 is 9 V DC to 43 V DC. Verifone recommends the following PSUs: * 12 V, 3.3 A L5 EEF PSU for UX301 (VPN PWR159-001-01-A) * 12 V, 3.3 A L6 EEF PSU for UX301 (VPN PWR159-002-01-A) * 24 V Rhino PSU for UX301 Petrol (VPN CPS12490-4A-R). See [Specifications](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/specifications.md) for detailed power supply information. {% endhint %} Attach and route all cables between the UX301 and all peripheral units before connecting to the power source. {% hint style="info" %} To protect against possible damage caused by lightning strikes and electrical surges, Verifone recommends installing a power surge protector. {% endhint %} ### Power Connections The UX301 connects to external power using 6-pin ferrite cable (VPN CBL159-309-01-B) from the power port on the model-dependent board (see B in Figure 2). For more information regarding your card reader configuration, contact your local Verifone service provider. For cable ordering information, see [Accessories and Documentation](/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/service-and-support.md#accessories-and-documentation). **To connect to a power source:** Connect the power cable to the power port on the UX301 and the other end to your power source.

Figure 13: Connecting Power to the UX301

## Using the Device Card transaction procedures vary depending on the application. Verify the proper procedure with your application provider before performing a card transaction. ### Using the Multi-Card Reader The UX301 supports magnetic stripe cards as well as smart cards. Use the following steps in conducting UX301 card transactions. **To conduct a card transaction:** Position the card with the magnetic stripe facing downward and to the right of the card, or with the chip on top of the card and towards the card slot (see Figure 14).

Figure 14: Using the Multi-Card Reader

1. If using a magnetic stripe card, insert the card fully into the slot, then remove the card in a smooth continuous motion. {% hint style="danger" %} You will lose transaction data files not yet stored in memory if there is a disruption in power supply during a transaction. {% endhint %} The LEDs or peripheral display will indicate if the transaction is complete. {% hint style="info" %} With magnetic stripe cards, card removal usually completes the transaction. {% endhint %} 2. If using a smart card, insert the card and follow the on-screen instructions before removing the card. {% hint style="warning" %} When using a smart card, leave the card in the reader until the transaction is complete. Premature card removal can void the transaction. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.verifone.com/hardware-products/hardware/engage-devices/ux1-3-4xx-series/ux3xx/ux301-installation-guide/setup.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.