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CloudCashbox

summary

After reading this, you can explain what the CloudCashbox solution is, how it is used to host the Middleware.

Introduction​

The CloudCashbox is a fully hosted SaaS version of fiskaltrust's Middleware, offering a centralized and reliable fiscalization solution. Hosted on Microsoft Azure in the market country, it simplifies the complexity of fiscal compliance by eliminating the need for local software configuration and installation. Users can easily connect to the Middleware using an access token and URL, without the need to manage SCUs.

Key features include:​

  • Support for PosAPI and classic Middleware API: Ensures compatibility with various POS systems.
  • Centralized Management: fiskaltrust manages the entire setup, offering more control and flexibility.
  • Easy Rollout: The product can be rolled out via the portal, and migration from existing Cashboxes is streamlined through a dedicated process.

How to order and create new CloudCashboxes​

First of all, before creating a CloudCashbox, you will need to order one of the products that contains a CloudCashbox. The Cashbox and the Queue will then be created automatically, which is also another difference with the Middleware.

To order a CloudCashbox product, go to the fiskaltrust.Portal and log in.

Once you are logged in, click on the Rollout Management tab and on Rollout products

Manage Products page in the fiskaltrust.Portal with Rollout management selected in the menu and the Choose button of Rollout Products highlighted

Figure 1. The Rollout Products option on the Manage Products page.

On the next screen, choose the Business Rollout.

Choose Rollout page with the Choose button of Business Rollout highlighted

Figure 2. Selecting Business Rollout on the Choose Rollout page.

Once the next screen is loaded, you can now search for CloudCashbox products. In this case, we did the Rollout with a fiskaltrust. Carefree package. It is also possible to rollout a fiskaltrust.Carefree package with your already existing entitlements if you have some or to simply rollout the CloudCashbox as a standalone product.

Select Product step of the rollout wizard with Cloudcashbox entered in the search field and the Choose button of the fiskaltrust CareFree with CloudCashBox product highlighted

Figure 3. Searching for CloudCashbox products in the Select Product step.

Once you have made your choice, you can now select for which Operator you will perform the rollout. You can select several operators at once if needed.

Select PosOperators step with one PosOperator selected and the Rollout 1 PosOperators button highlighted

Figure 4. Selecting the PosOperators in the Select PosOperators step.

After choosing the operators, you will now have to select the outlets to be rolled out. There also, you can select more than one at once.

List of outlets of the PosOperator with the MyCloudCashbox outlet selected and the Rollout 1 outlets button highlighted

Figure 5. Selecting the outlets to be rolled out.

After this step, you can review your order and if everything matches your expectations, click on Create Quote.

Create Quote page with the selected product, PosOperator and outlet and the Create quote button highlighted

Figure 6. Reviewing the order on the Create Quote page.

After a small loading time, you will have to add your selected products to the Basket by clicking on the Add to basket button.

Almost Done page with the Add to Basket button highlighted

Figure 7. Adding the rollout configuration to the basket.

This will send you to the Checkout Cart in which you can go through the payment process

Basket in the Shop with the selected products and the Checkout button highlighted

Figure 8. The basket with the Checkout button.

There you can validate your order. It will then generate the order, your invoice but more important, it will start to work in the background to generate your CloudCashbox containing the new queue.

Order summary with the products, total price and payment method and the binding order button highlighted

Figure 9. Validating the order with binding order.

After some minutes, you will be able to see the cashbox that has been created and is ready to be used through the address and the access token.

List of CashBoxes under Configuration, CashBox with the newly created CloudCashbox highlighted

Figure 10. The created CloudCashbox under Configuration > CashBox.

Also under Configuration > Queue, you will see the created Queue. You are now ready to go!

List of queues under Configuration, Queue with the newly created queue highlighted

Figure 11. The created queue under Configuration > Queue.

How to migrate to the CloudCashbox​

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The migration feature is currently only available for the German market.

If you already have local Cashboxes or some using a TSE in the cloud, you can migrate them into CloudCashboxes by following this process.

1. Request the Migration

First, you will have to go to Rollout management. There, you will have to select Exchange product.

Manage Products page in the fiskaltrust.Portal with the Rollout Products and Exchange products options

Figure 12. The Exchange products option under Rollout management.

On the next screen, select Switch to CloudCashbox.

Exchange product page with the options Change your TSE subscription and Switch to Cloud Cashbox

Figure 13. The Switch to Cloud Cashbox option on the Exchange product page.

After this step, you will have to select, as usual, the PosOperator for whom you want the migration to be done.

Choose Operator step of the migration wizard with one PosOperator selected and the Migrate selected Pos Operators button

Figure 14. Selecting the PosOperator for the migration.

and right after the outlet and the queues you want to migrate.

Select Outlets and Queues step with one outlet and its queue selected and the Migrate selected queues button

Figure 15. Selecting the outlets and queues to migrate.

After this step, you will be asked to verify your selection. If everything is alright, click on Request Migration. In the pop-up window that will appear, validate your request.

Review Selection step with the queue to be migrated and the Request Migration button

Figure 16. Reviewing the selection before requesting the migration.

Your request has then been sent and can take up to 5 days to be validated.

Confirmation page CloudCashbox Migration Request Sent with a link to Requests and Updates

Figure 17. Confirmation that the migration request has been sent.

2. Wait for approval

You can check the status by clicking on Requests & Updates, that will show you the evolution of your request. The request needs to be approved by fiskaltrust before the migration can be performed.

My Requests list under Requests and Updates with a Migrate to CloudCashbox request in Pending status

Figure 18. The pending migration request under Requests & Updates.

Once it has been approved, you can continue.

My Requests list with an approved Migrate to CloudCashbox request and the Start Migration button highlighted

Figure 19. An approved migration request with the Start Migration button.

3.Send Start-Migration Receipt

In the request on the following screen, you will see a list of Queues and their migration status.

Migrate to CloudCashbox page with a queue in Not Ready to Migrate and the message Migration receipt was not sent yet

Figure 20. A queue that is not ready to migrate because the Start-Migration Receipt was not sent yet.

You can perform the migration for all Queues at once or for smaller batches at a time. In the beginning all Queues will be in the not ready state and you will need to send a Start-Migration Receipt for them to become ready. Once the Start-Migration Receipt was sent and the data has been uploaded (leave the Queue running for at least 5min after sending the Start-Migration Receipt to ensure all data is uploaded), the Queue will move into the Ready to migrate column.

Migrate to CloudCashbox page with a queue marked as ready for migration and the Migrate selected queues button highlighted

Figure 21. A queue that is ready for migration after the Start-Migration Receipt.

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After sending the Start-Migration Receipt the Queue will stop signing locally.

4.Perform Migration

To perform the technical migration, select the queues that are ready to migrate and migrate them. This will only take a few minutes.

Start migration to CloudCashbox dialog with the Start Migration button highlighted

Figure 22. Confirming the migration of the selected queues.

Migration in progress dialog stating that the migration might take up to 15 minutes

Figure 23. The technical migration of the selected queues in progress.

5.Update PosSystem

Next you need to update the Queue Url that the PosSystem uses to https://cloudcashbox.fiskaltrust.de.

Once the 4. Perform Migration step is completed for the Queue, the CloudCashbox is ready to use. You can now uninstall the local CashBox.

After this, you can then come back to the request to perform the migration for the remaining queues.

My Requests list under Requests and Updates with a migration in progress and the View Details button highlighted

Figure 24. Tracking the migration status under Requests & Updates.

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If you're running Bring Your Own Datacenter it might not be possible to change the url for a single Cashbox which is why BYODC will automatically redirect to the CloudCashbox (Starting with v1.3.65) when a migrated Queue is used.

This means that BYODC will not process the request itself, but it will already be processed in the CloudCashbox and the response is forwarded back.

This allows you to migrate Queues at your own pace and keep the url to your BYODC installation until all Queues are migrated. Then once the migrations are complete you can change the url from your byodc installation to the cloudcashbox and shutdown your byodc installation.