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1. UX300_USER MSNUAL
2. UX400_USER MSNUAL

UX400_USER MSNUAL

VeriFone Part Number DOC159-033-EN-A, Revision A.3UX400 CTLS ReaderInstallation Guide

UX400 CTLS READER INSTALLATION GUIDE 3CONTENTSPREFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Conventions and Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Document Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Acronym Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Device Overview Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Exceptional Ease of Use. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Compliance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Contactless Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Setup Selecting Reader Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Environmental Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Unpacking the Shipping Carton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Examining the CTLS Reader Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Front Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Back Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Connecting Unit to a Controlling Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Contactless Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Mounting the Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Using the Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Conducting a Contactless Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Specifications Power Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Power Consumption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Temperature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17External Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Weight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17CTLS Card Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Peripheral Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Communication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Maintenance andCleaning Additional Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Potentially Explosive Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Service and Support Service Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Accessories and Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Cables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Cleaning Kit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23TroubleshootingGuidelines Transactions Fail to Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

CONTENTS4UX400 CTLS READER INSTALLATION GUIDE

UX400 CTLS READER INSTALLATION GUIDE 5PREFACEThis guide is the primary source of information for setting up and installing the UX400 CTLS Reader.AudienceThis guide describes the CTLS reader’s features, and provides the basic information for its installation and configuration.OrganizationThis guide is organized as follows:Chapter 1, Device Overview. Provides an overview of the reader.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 CTLS device.Chapter 4, Maintenance and Cleaning. Explains maintenance of the CTLS 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.RelatedDocumentationTo learn more about the reader, refer to the following set of documents and their associated VeriFone Part Numbers (VPNs).UX400 CTLS Reader Certifications and Regulations SheetVPN - DOC159-031-EN-AUX400 CTLS Reader Quick Installation Guide VPN - DOC159-032-EN-AUX400 CTLS Reader Reference Guide VPN - DOC159-034-EN-AUX300 Manual Card Reader Certifications and Regulations SheetVPN - DOC159-021-EN-AUX300 Manual Card Reader Quick Installation Guide VPN - DOC159-022-EN-AUX300 Manual Card Reader Installation Guide VPN - DOC159-023-EN-AUX300 Manual Card Reader Reference Guide VPN - DOC159-024-EN-A

PREFACEConventions and Acronyms6UX400 CTLS READER INSTALLATION GUIDEConventions andAcronymsThis section describes the conventions and acronyms used in this guide.DocumentConventionsVarious conventions are used to help you quickly identify special formatting. Table 1 describes these conventions and provides examples of their use.Table 1 Document ConventionsConvention Meaning ExampleBlue 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.Avoid placing metallic objects at the front of the card readerThe lightning symbol is used as a warning when bodily injury might occur.For safety, do not string cables or cords across a walkway.NOTECAUTIONWARNING

PREFACEConventions and AcronymsUX400 CTLS READER INSTALLATION GUIDE 7Acronym DefinitionsVarious acronyms are used in place of the full definition. Table 2 presents acronyms and their definitions. Table 2 Acronym DefinitionsAcronym DefinitionsCTLS ContactlessEMV Europay, MasterCard and Visa; a global standard of ICIC Integrated CircuitLED Light-Emitting DiodeMRA Merchandise Return AuthorizationNFC Near Field CommunicationRF Radio FrequencyRJ-45 Registered Jack 45 modular connectorSingle CI Single Contactless InterfaceSMA SubMiniature version A connector. A semi-precision coaxial RF connector. See RF.SPI Serial Peripheral Interface

PREFACEConventions and Acronyms8UX400 CTLS READER INSTALLATION GUIDE

DEVICE OVERVIEWFeatures and Benefits10 UX400 CTLS READER INSTALLATION GUIDEContactlessCapabilitiesThe device includes the following contactless capabilities:•VeriFone’s advanced contactless architecture future-proofs your investment with Single Contactless Interface (SingleCI), and side-by-side application architecture systems.•Supports contactless cards as well as NFC phones, supporting the following protocols:•ISO 14443 A&B•MiFare (MiFare + / DESfire)•ISO 18092 Active Communications (NFC — peer-to-peer mode)•FeliCa•PayPass•payWave

SETUPUnpacking the Shipping Carton12 UX400 CTLS READER INSTALLATION GUIDEUnpacking theShipping CartonOpen the shipping carton and carefully inspect its contents for possible tampering or shipping damage.The shipping carton comes with the following:•The UX400 contactless reader•1 SMA (RF) cable•1 RJ45 host communication connectorTo unpack theshipping carton 1Remove the unit from the shipping carton. The standard package contains:•CTLS unit•1 SMA coaxial cable•1 communication cable for communicating with the UX300 card reader.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.CAUTIONRemove any protective plastic over the front display before use, or the unit may not work properly.WARNINGDo not use a unit that has been damaged.If a label or component appears damaged, please notify the shipping company and your VeriFone service provider immediately.

SETUPConnecting Unit to a Controlling Device14 UX400 CTLS READER INSTALLATION GUIDEConnecting Unitto a ControllingDeviceThe device’s rear panel has two ports for connection to the UX300 controlling device:•RJ45–8-pin host connector•SMA connectorBoth connections are necessary for using the contactless unit.To connect to theUX300 1Connect the RJ-45 plug to the rear of the contactless unit.2Connect the 8-pin connector to the UX300 unit.3Screw in the SMA connector to the rear of the contactless unit.4Screw in the SMA connector the UX300 unit. For further cabling instructions, see Figure 3Figure 3 UX400 – UX300 Cabling ConnectionsContactlessSupportThis device supports the global contactless program specifications from American Express, MasterCard, Visa, Discover, ISIS SmartTap, and Google Wallet with virtually no changes to existing payment hardware or software.NOTEThe cables used to connect to the UX300 unit are: CBL159-302-02-X for SMA connection, and CBL159-301-01-X for data connection.See Accessories and Documentation for cable ordering information.RJ-45SMASMAUX3008-PinNOTETo disconnect cables, use the same steps described above in reverse. If exchanging cables, use a VeriFone-approved cable. See Accessories and Documentation for cable ordering information.

SETUPMounting the ReaderUX400 CTLS READER INSTALLATION GUIDE 15Mounting theReaderThe reader is designed to be flush-mounted to the mounting surface, without further need for any external mounting devices.To mount the CTLSdevice 1Peel off the plastic liner from the front of the unit.2Align the unit’s stud holes with the stud holes of your mounting surface.3Flush-mount the reader and secure the unit with M5 nuts.Figure 4 Mounting the ReaderCAUTIONEnsure that your mounting frame has a thickness of 2 mm.NOTEYour mounting surface may have different installation instructions. Refer to your mounting device’s user guide for further instructions.CAUTIONAvoid placing metallic objects at the front of the card reader.NOTEUse M5 mounting studs with a minimum length of 12 mm.Tighten the nuts using a recommended tightening torque of 7.0 kgfcm.1 2 3

UX400 CTLS READER INSTALLATION GUIDE 17CHAPTER 3SpecificationsThis chapter discusses power requirements, dimensions, and other specifications of the contactless reader.Power Consumption•Power consumption mode: 450mW, maximum•Sleep mode: 0.3WTemperature•Operating temperature: -20°C – 70°C (-4°F – 158°F)•Storage temperature: -25°C – 70°C (-13°F – 158°F)•Relative humidity: 5% to 90% RH non-condensingExternalDimensions•Length: 96 mm (3.78 in)•Width: 99 mm (3.9 in)•Depth: 46 mm (1.81 in)Weight•Unit weight: 142 gr (5 oz)CTLS Card Reader•4 LEDs for CTLS indicationsPeripheral Ports•RJ45 host communication port•SMA (RF) antennaCommunication•SPI:•I2C:NOTEIf this device is to be used in the Nordic countries, or in any environment where the temperature range exceeds the product’s operating temperature, it is the responsibility of the integrators to ensure that the ambient environment is controlled in such a way to ensure that the product operates within the specified temperature range.

SPECIFICATIONS18 UX400 CTLS READER INSTALLATION GUIDE

UX400 CTLS READER INSTALLATION GUIDE 19CHAPTER 4Maintenance and CleaningYour contactless device is a product of superior design and craftsmanship and should be treated with care. It has no user-serviceable parts. The following suggestions will help you protect your warranty coverage.•Do not store the device in hot areas. High temperatures can shorten the life of electronic devices, damage batteries, and warp or melt certain plastics.•Do not store the device in cold areas. When the device returns to its normal temperature, moisture can form inside the device and damage electronic circuit boards.•Do not drop, knock, or shake the device. Rough handling can break internal circuit boards and fine mechanics.•Do not use harsh chemicals, cleaning solvents, or strong detergents to clean the device. Use only a soft, clean, dry cloth for cleaning. These suggestions apply equally to your contactless device, or any of its attachments or accessories. If your device is not working properly, take it to the nearest VeriFone-authorized service provider for servicing or replacement.AdditionalSafetyInformationThe following is additional information for your safety in using this device.PotentiallyExplosiveEnvironmentsWhen using the device in areas with potential risk of explosion, such as petrol stations, follow the advice of all signs and instructions. If there has been a leak, do not use this device.CAUTIONNever use thinner, trichloroethylene, or ketone-based solvents – they can deteriorate plastic or rubber parts.

MAINTENANCE AND CLEANINGAdditional Safety Information20 UX400 CTLS READER INSTALLATION GUIDE

UX400 CTLS READER INSTALLATION GUIDE 21CHAPTER 5Service and SupportFor UX400 problems, contact your local VeriFone representative or service provider.For device product service and repair information:•USA – VeriFone Service and Support Group, 1-800-834-4366, Monday - Friday, 8 A.M. - 8 P.M., eastern time.•International – Contact your VeriFone representative.Service ReturnsBefore returning the CTLS reader to VeriFone, you must obtain a Merchandise Return Authorization (MRA) number. The following procedure describes how to return one or more CTLS units for repair or replacement (U.S. customers only).1Gather the following information from the printed labels (see Figure 6) on the bottom of each unit to be returned:•Product ID, including the model and part number. For example,“M159-400-xx-WWB” and “PTID xxxxxxxx.”•Serial number (S/N xxx-xxx-xxx).2Within the United States, call VeriFone toll-free at 1-800-834-4366.3Select the MRA option from the automated message. The MRA department is open Monday–Friday, 8 A.M.–8 P.M., eastern time.NOTEInternational customers, please contact your local VeriFone representative for assistance with your service, return, or replacement.

SERVICE AND SUPPORTService Returns22 UX400 CTLS READER INSTALLATION GUIDE4Give the MRA representative the information gathered in Step 1.If the list of serial numbers is long, you can fax the list, along with the information gathered in Step 1, to the MRA department at 1-727-953-4172 (U.S.).•Please address the fax clearly to the attention of the “VeriFone MRA Dept.”•Include a telephone number where you can be reached and your fax number.•You will be issued MRA number(s) and the fax will be returned to you.5Describe the problem(s) and provide the shipping address where the repaired or replacement unit must be returned.6Keep a record of the following items:•Assigned MRA number(s).•VeriFone serial number assigned to the unit you are returning for service or repair (serial numbers are located on the bottom of the unit, see Figure 6).•Shipping documentation, such as air bill numbers used to trace the shipment.•Model(s) returned (model numbers are located on the VeriFone label on the bottom of the unit). Figure 6 Information Labels on Unit BottomNOTEOne MRA number must be issued for each unit you return to VeriFone, even if you are returning several of the same model.MODEL ANDSERIAL NUMBERS

SERVICE AND SUPPORTAccessories and DocumentationUX400 CTLS READER INSTALLATION GUIDE 23Accessories andDocumentationVeriFone produces accessories and documentation for the contactless reader. When ordering, please refer to the part number in the left column.VeriFone Online Store at www.store.verifone.com•USA – VeriFone Customer Development Center, 1-800-834-4366, Monday - Friday, 7 A.M. - 8 P.M., eastern time•International – Contact your VeriFone representativeCablesThe following cables can be used with the CTLS unit. Contact your local VeriFone distributor to determine which cable fits your needs:Various others, depending on what they connect to. Contact your local VeriFone representative or service provider to identify the best cable for your needs.Cleaning KitDocumentationCBL159-301-01-X RJ-45–8-pin connector.UX300–UX400 host communication cable.CBL159-302-01-X SMA connector.RF coaxial cable connector from the UX400 to UX300.02746 VeriFone Cleaning KitUX400 CTLS Reader Certifications and Regulations SheetVPN - DOC159-031-EN-AUX400 CTLS Reader Quick Installation Guide VPN - DOC159-032-EN-AUX400 CTLS Reader Reference Guide VPN - DOC159-034-EN-AUX300 Manual Card Reader Certifications and Regulations SheetVPN - DOC159-021-EN-AUX300 Manual Card Reader Quick Installation Guide VPN - DOC159-022-EN-AUX300 Manual Card Reader Installation Guide VPN - DOC159-023-EN-AUX300 Manual Card Reader Reference Guide VPN - DOC159-024-EN-A

SERVICE AND SUPPORTAccessories and Documentation24 UX400 CTLS READER INSTALLATION GUIDE

UX400 CTLS READER INSTALLATION GUIDE 25CHAPTER 6Troubleshooting GuidelinesThis chapter lists possible malfunctions that may occur while operating a UX400 device and the appropriate corrective action. If the problem persists - even after performing the outlined guidelines, or if the problem is not described, contact your local VeriFone representative for assistance.TransactionsFail to ProcessIf a contactless transaction fails to process:•Perform a test transaction using one or more different contactless cards to ensure the problem is not a defective card.•Ensure that you are conducting the contactless transaction properly (see Using the Reader).•Ensure that all cables and external power connections are connected properly to the contactless unit and all external devices (see Connecting Unit to a Controlling Device).•If the problem persists, contact your local VeriFone representative.NOTEThe unit comes equipped with tamper-evident labels. The reader contains no user-serviceable parts. Do not, under any circumstance, attempt to disassemble the unit. Perform only those adjustments or repairs specified in this guide. For all other services, contact your local VeriFone service provider. Service conducted by parties other than authorized VeriFone representatives may void any warranty.CAUTIONNot all units require use of a power supply.Using an incorrectly rated power supply may damage the unit or cause it not to work properly. Before troubleshooting, ensure that the power supply used to power the unit matches the requirements specified on the back of the unit (see Specifications for detailed power supply specifications). If not, obtain the appropriately rated power supply before continuing with troubleshooting.

UX400 CTLS ReaderInstallation GuideVeriFone Part Number DOC159-033-EN-A, Revision A.3VeriFone, Inc.2099 Gateway Place, Suite 600San Jose, CA, 95110 USATel: (800) VeriFone (837-4366)www.verifone.com

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