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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

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Figure 1. Rollout Management tab with the Rollout products option in the fiskaltrust.Portal.

On the next screen, choose the Business Rollout.

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Figure 2. Selecting the Business Rollout option.

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.

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Figure 3. Searching for CloudCashbox products in the rollout wizard.

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.

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Figure 4. Selecting the operators for which the rollout is performed.

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.

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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.

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Figure 6. Reviewing the order before creating the quote.

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

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Figure 7. Adding the selected products to the basket.

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

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Figure 8. The Checkout Cart with the payment process.

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.

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Figure 9. Validating the order to generate the CloudCashbox.

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.

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Figure 10. The created CloudCashbox with its address and access token.

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

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Figure 11. The created Queue under Configuration > Queue.

How to migrate to the CloudCashbox

info

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.

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Figure 12. The Exchange product option under Rollout management.

On the next screen, select Switch to CloudCashbox.

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Figure 13. Selecting Switch to CloudCashbox.

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

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Figure 14. Selecting the PosOperator for the migration.

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

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Figure 15. Selecting the outlet 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.

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Figure 16. Verifying the selection before requesting the migration.

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

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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.

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Figure 18. Tracking the request status under Requests & Updates.

Once it has been approved, you can continue.

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Figure 19. An approved migration request.

3.Send Start-Migration Receipt

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

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Figure 20. List of Queues and their migration status.

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.

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Figure 21. A Queue in the Ready to migrate column after the Start-Migration Receipt.

info

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.

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Figure 22. Selecting the queues that are ready to migrate.

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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.

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Figure 24. Returning to the request to migrate the remaining queues.

info

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.