TM

CASSIE System
Evaluation Quick Start Guide

© 2023 Librarica LLC. All rights reserved.

www.librarica.com
Overview
The CASSIE System demonstration version is actually the full version of the product with a 30-day time
limitation. You have all of the features of the system available to you during your evaluation. For some
organizations, especially those with limited staff, it may be overwhelming to evaluate such a
comprehensive product during the busy workday. This guide is intended to aid you in setting up a minimal
system and performing an initial evaluation of the CASSIE System during your evaluation period.

That is not to say that the CASSIE System is too complex or difficult for the average user to set up. It is
quite the opposite. As a matter of fact, most users with a technical background in computers or members of
IT or Systems departments have been very successful by following the setup procedures described in the
Installation / Configuration / Staff Reference Manual.

This guide does not introduce or explain many of the features available in the CASSIE System. As such, it
is not intended to replace the Installation / Configuration / Staff Reference Manual.

It is recommended that you print this document for easier reference during this process. The steps
are presented in a checklist format to help you keep track of where you are.

Requirements for a Minimal System

You need one computer that is running one of the following operating systems:
 Windows 11 (Pro or Enterprise), 32-bit or 64-bit
 Windows 10 (Pro or Enterprise), 32-bit or 64-bit
 Windows 8.0/8.1 (Pro or Enterprise), 32-bit or 64-bit
 Windows 7 (Professional, Enterprise or Ultimate), 32-bit or 64-bit
 Windows Server 2022 (any edition)
 Windows Server 2019 (any edition)
 Windows Server 2016 (any edition)
 Windows Server 2012 (any edition)

The computer needs a screen resolution of at least 800 x 600 and a network adapter installed.

We will call this computer the Evaluation Computer.

If you are interested in setting up a demo of the Mac OS X and/or ChromeOS versions of CASSIE User
Station, you must first complete all of the steps in this Evaluation Quick Start Guide on a Windows
computer. Then download the Installation / Configuration Manual Addendum for either Mac OS X or
ChromeOS and follow the instructions contained there to set up the User Station on those platforms.

Download the Software and Manuals

Go to the Librarica Support Area, and log in using the credentials that were provided to you in the
email you received from us. Download the following files, saving the files instead of running them
directly. You will be instructed when to install the files in later steps.

 Manager
 User Station (Windows)
 Installation / Configuration / Staff Reference Manual
 User Guide

Save all of these files to a location on your hard drive that you can find during this process. We will
call this the Downloads Directory.

Page 2
© 2023 Librarica LLC
Pre-Installation
In a production CASSIE System, the Manager component would be installed on a computer in the back
office or in a staff-only area, and the User Station component would be installed on all of the public access
and staff computers that are to be included in the system.

Here, we will create a minimal system where the Manager and the User Station run on one computer (the
Evaluation Computer).

First, log on to Windows as an Administrator, or a member of the Administrators group.

The IP Address
Obtain the IP address of the Evaluation Computer by selecting Start / Run from the Windows
taskbar and entering cmd<Enter>. Type ipconfig<Enter> at the command prompt. The IP address
will be displayed.

Write down the Evaluation Computer IP Address here: (Box A)

The computer running the Manager must be assigned a static IP address. If your CASSIE Manager
computer does not have a static IP address, the CASSIE Manager software may not start running
automatically when you start Windows.

The ‘Cassie’ User Account

Create a Windows user account on the Evaluation Computer for a user called ‘Cassie’. The account
should be a standard (limited) user account. It should not be made a member of the Administrators
group. If you do not know how to do this, seek assistance from someone who does, or read about the topic
in the Installation / Configuration / Staff Reference Manual.

Assign a password to this account, uncheck the box that requires the user to change the password at
next logon, and check the box so that the password never expires. We will call this password the
‘Cassie’ Account Password.

Write down the ‘Cassie’ Account Password here: (Box B)

The “Cassie” user account should be reserved for use by the applications in the CASSIE System only. You
should never use the “Cassie” account to log on to Windows.

Helpful Hint: If it is easier for you to remember only one password, you may use the same password for all
of the passwords required to set up the CASSIE Manager and User Station applications.

Manager Installation and Configuration

Install the Manager by double-clicking the file CassieManager_Win_xxx.msi in your Downloads
Directory. Read and respond to the license agreement prompt, and then accept the defaults at every
other prompt during the installation process.

When the CASSIE Manager Setup screen appears, configure the Manager as follows:

Click Database Setup and enter your name and a password that you will remember (we will call this
the CASSIE ADMINISTRATOR Password). The user/accounting database will be created.

Page 3
© 2023 Librarica LLC
 Write down the CASSIE ADMINISTRATOR Password here: (Box C)

Please note that the previous step has created a user account called ‘ADMINISTRATOR’ in the CASSIE
System, whereas earlier the account you created was a user account called ‘Cassie’ in the Windows
operating system.

Click License Setup and enter the Site Code and Organization Name that were assigned to you in the
email you received from us. Type carefully and note that the Organization Name is case-sensitive.
Leave everything else blank.

Click Cassie Account Setup and enter in the ‘Cassie’ Account Password entry box the password that
you wrote down for the ‘Cassie’ Account Password in Box B above.

Click Manager Address Setup and uncheck Listen on all installed network adapters. Then, enter the
Evaluation Computer IP Address that you wrote down in Box A above.

Click Start Manager. The Manager will start running and the status indicator in the lower
right-hand corner of the window will turn green. If you get an error, or the status indicator continues
to blink red, re-check your entries above and try again.

Click Finished at the bottom of the window.

Complete the Manager installation by clicking Close.

The CASSIE Manager is the brain of the CASSIE System. It should only be installed once in your entire
CASSIE System. The CASSIE User Station will be installed on your public computers and any staff
computers that will have access to the CASSIE staff interface. In this one computer, minimal CASSIE
System, the User Station will act as both a staff computer and a public computer depending on the login
credentials.

User Station Installation and Configuration

Install the User Station by double-clicking the file CassieUserStation_Win_xxx.msi in your
Downloads Directory. Read and respond to the license agreement prompt, and then accept the
defaults at each prompt during the installation process.

After the installation is complete, press the key combination CTRL-SHIFT-DEL and select
Configure CASSIE to begin the configuration. You will see the CASSIE User Station Configuration
window appear. Configure the User Station as follows:

Click License Setup, and enter the Site Code and Organization Name that were assigned to you in
the email you received from us. Type carefully and note that the Organization Name is case-
sensitive.

Click Manager Address Setup, and enter the Evaluation Computer IP Address that you wrote down
in Box A above. Since both the CASSIE Manager and User Station are installed on the Evaluation
Computer, the CASSIE Manager IP address is the Evaluation Computer IP Address.

Click General Setup, and enter in the ‘Cassie’ Account Password entry box the password that you
wrote down for the ‘Cassie’ Account Password in Box B above. Leave everything else as it is.

Note: If you are planning to use CASSIE in an academic setting with each patron logging on to
Windows with his own account, that mode is supported, but will not be addressed here. Please see

Page 4
© 2023 Librarica LLC
the Installation / Configuration / Staff Reference Manual for more information on operating CASSIE
in this mode.

Click Printer Setup. In the Printer Setup window, click Add. In the CASSIEPrinter Details window,
click Browse. Double-click your favorite printer from those shown in the list. In the CASSIEPrinter
Details window, provide a CASSIEPrinter Name of ‘Test Printer’. Click OK, and then respond ‘No’* (see
note below) to the prompt about the group ‘Everyone’ and ‘Yes’ to the prompt about the user ‘Cassie’.

If you are doing a demonstration of the SPOT Global Print service, which allows patrons to print to
your printer from any device with Internet access, you may publish a printer to that service now;
otherwise, skip to the next step. To publish a printer to SPOT Global Print, click Add again in the Printer
Setup window. In the CASSIEPrinter Details window, click Browse. Double-click your favorite printer
again from those shown in the list. In the CASSIEPrinter Details window, provide a CASSIEPrinter Name
of ‘Printer’. This time, check the box next to This station is a dedicated print release station… and then
check the box next to Register this printer to receive print jobs from mobile users. Provide a Published
Printer Name of 'Printer'. Click OK, and if prompted respond ‘No’* (see note below) to the prompt about
the group ‘Everyone’ and ‘Yes’ to the prompt about the user ‘Cassie’.

Click Finished in the Printer Setup Window.

Click Finished Configuration, and then click Ok on the prompt that follows.

Log off of Windows.

* Note: Answering ‘No’ as directed here will allow you to still print to the selected printer from other
user accounts on this computer. In a production configuration of the CASSIE System, you would
answer ‘Yes’ to these prompts to properly lock down the printing subsystem. You may read more
about printer security in the Installation / Configuration / Staff Reference Manual.

Initial System Configuration

Log on to Windows as a normal user, perhaps the account you typically use when you’re not
performing administrative tasks (or, as an Administrator if you don’t have a normal user account).

You will see the CASSIE idle screen appear. After a few seconds it will display Add This Computer To
The Map. This message simply means that the current User Station has not yet been registered in the
CASSIE System.

Now, move the mouse or press the keyboard, and you will see the login window appear.

Enter ‘administrator’ for the Patron ID parameter, and enter the CASSIE ADMINISTRATOR
Password that you wrote down in Box C above for the Password parameter.

You have just started your first session as a privileged user in your minimal CASSIE System!

Click Setup on the CASSIE taskbar. This is the Setup Console, where you will configure the
CASSIE System. You can set operating hours, specify the session lengths for patrons’ sessions,
change the text of prompts, and more.

In the Setup Console:

Click Setup Buildings. In the Setup Buildings window, enter ‘Test Branch’ for the Building Name
parameter and click Add. Enter ‘First Floor’ for the Floor/Area Name parameter and click Add.
Click Finished.

Page 5
© 2023 Librarica LLC
 Click Configure Groups. In the Configure Groups window, enter ‘Test Group’ for the Group Name
parameter. Select ‘User Session with Map - Workstation’ for the Station Type parameter. Check
the box next to Allow staff to view screens of computers. Click Add Group near the bottom of the window,
and then click Finished.

Click Edit Operating Hours. In the Edit Operating Hours window, enter 6:00 AM for the Open time
parameter and enter 11:00 PM for the Close time parameter. Click Add Record to List, and then
click Finished.

Click Add Map Object. Next, click somewhere in the white area of the window. In the Object
Parameters window, enter ‘Test Station’ for the Display Name parameter, and then click Get. Click
OK to dismiss the window. A computer icon appears on the map. Move your mouse over the icon to see
the information on the User Station.

Click Add Map Object again. Next, click somewhere in the white area of the window. In the Object
Parameters window, select the Printer setting near the top. Select ‘Test Printer’ from the list at the
Real Name parameter. Enter a charge per page of 0.10. Click OK to dismiss the window. A printer icon
appears on the map. Move your mouse over the icon to see the information on the printer.

If you are doing a demonstration of the SPOT Global Print service, add a printer icon for that printer
now. Click Add Map Object. Next, click somewhere in the white area of the window. In the Object
Parameters window, select the Printer setting near the top. Select ‘Printer’ from the list at the Real Name
parameter. Enter a charge per page of 0.10. Click OK to dismiss the window.

Click Save, and then click Exit.

Click Exit on the CASSIE taskbar, and respond ‘Yes’ to the confirmation prompt.

Using the System

Assuming it is between 6:00 AM and 11:00 PM, the status bar will change to green and will display
‘Available’. Otherwise, it will change to red and display ‘Closed’. Other possible statuses are ‘Reserved’
(if the station is reserved via a reservation or a waiting list), ‘In Use’ (if someone has locked the screen to
go use the restroom, etc.), and ‘Add This Computer To The Map’ (station has not yet been added to the
map in CASSIE).

Move the mouse or press the keyboard. You will see the login window appear.

If you click Show Map you will see the minimal map that you just created, except that from here it is
read-only. This is the map that your patrons can use to see the status of stations, make a reservation,
join a waiting list, and more. Feel free to explore the options under the map’s Start menu. Some options
may not be present due to the configuration of this minimal system.

Click Exit to close the map.

Log back in to CASSIE as the administrator, like you did earlier.

Click Patrons on the CASSIE taskbar. This is the Patron Console, where you can view, modify,
create, and delete CASSIE user accounts for your patrons. You may also link CASSIE to most
popular ILS systems to retrieve patron data automatically (this typically requires the purchase of a special
option from your ILS vendor), or you may perform a bulk load of patron data to populate the user database.
These setups are described in detail in the Installation / Configuration / Staff Reference Manual. Click Exit.

Page 6
© 2023 Librarica LLC
 Click Control on the CASSIE taskbar. This is the Control Console, where your staff may monitor
the system, reboot and shutdown computers remotely, help patrons make a reservation, generate
statistics reports, and more.
 Move the mouse over the computer icon on the map. This is the station you are presently logged
in to. You will see your Patron ID (‘ADMINISTRATOR’), the current status of ‘In Use’, and the
session start and end times.
 The color of the screen on the computer icon is blue to indicate its ‘In Use’ condition at a glance.
 Now, while you are over the computer icon, right-click the mouse and select ‘Edit Account’. The
user record of the user on that station (you) is instantly displayed for viewing, modifying, making
a deposit into a patron’s printing account, etc. Click Exit to exit the Patron Console window.
 Now, right click on the computer icon and select ‘Extend Session’. You may now enter a positive
number (extend) or a negative number (shorten) to modify the session length.
 Right click on the computer icon and select ‘View Screen’. A scaled-down screenshot of the
current screen contents on the selected computer is displayed for your inspection.
 If you published your printer to the SPOT Global Print service, click Show Print Jobs. This is
what a staff-assisted print release station looks like; you can also configure a self-service print
release station kiosk for patron use. To send a print job from your device, go to
https://www.libraricacloud.com/apps.html to get the app for your computer/device (of course, it
can be a different device than the one you are using for this demo). When you get into the app,
select your library and select the printer named 'Printer' that you published. Now you can print
from apps on your device to the printer named 'Printer' and the jobs will come through at the Show
Print Jobs window that you have open on your screen.
 The other options are explained in detail in the Installation / Configuration / Staff Reference
Manual. Click Exit.

Open a web browser or another application from which you can print. Load a web page or some
other document in that application. Print the document to the printer ‘Test Printer’. You will see a
window appear on the right-hand side of the screen. This is your Print List. You may store documents
there throughout your session for printing when it’s convenient. When you want to print, click Print in the
Print List window. The details of the document are shown along with the page count and total charge,
based upon the charge you specified for this printer in the Setup Console. Right now, you cannot print the
document because your printing account is empty. Make a deposit into your print account in the Patron
Console to try it out. You can configure a free printing allowance for your patrons as well, if you’d like.

Illustrated here was the simplest of all of the print management flows available in CASSIE: the local
release mode. In this mode, accounting occurs locally at the workstation and the jobs are released directly
to the printer. Other flows, including those with self-service print release stations, staff-assisted print
release stations and vending hardware are also available. All of the options relating to printing are
explained in detail in the Installation / Configuration / Staff Reference Manual.

You may set up your staff members with varying access levels so that, for example, a circulation person
cannot change the operating hours of the facility. And, of course, patrons are assigned an access level that
ensures that they cannot access the Patron Console, the Control Console, or the Setup Console!

Controlling the User Station

You can enter the CASSIE User Station Control Menu at any time by pressing CTRL-SHIFT-DEL.

You can start and stop the User Station from the Control Menu. This is useful for when you need to work
on a computer, or when you get into trouble and can’t remember how to log in to CASSIE, etc.

Press CTRL-SHIFT-DEL. The Control Menu will appear. In this example, we did not set a
password for this menu, so a password is not required. Simply click the button of the function you

Page 7
© 2023 Librarica LLC
need. You can start, stop, or configure the User Station. Of course, in a production system, you would set
a password on this menu to prohibit your patrons from tampering with it.

Summary
As was stated in the Overview, this is a minimal system, and many options were not presented here. You
are encouraged to experiment on your own (CASSIE is very intuitive). Of course, you can always “read
the instructions” in the, yes -- you guessed it, Installation / Configuration / Staff Reference Manual.

We hope you benefited from this tour of CASSIE, and we hope that CASSIE meets or exceeds your
requirements.

If you have questions or problems, check out the 24x7 Online Support Assistant (found within the Support
Area of our website) for answers to common questions. You may also email us at support@librarica.com
or call us at (888) 80-CASSIE / (888) 802-2774.

Where to Go from Here

You have a whole month to evaluate CASSIE. You may want to set up a larger configuration with more
User Stations to see how CASSIE functions in a “real” situation. To really see the waiting list function in
action, you need more than one User Station in your CASSIE System.

Please keep in mind that this guide is not a substitute for the manual when you are thinking about
expanding your evaluation system, or even deploying CASSIE in your facility for a thorough test. Several
issues were sidestepped for brevity during this process and must be addressed in a real deployment of
CASSIE:

 For long term usage, the computer running the Manager must be assigned a static IP address.
 For long term usage, the ‘Cassie’ user account(s) created in Windows must be configured such
that their passwords never expire.
 If you have hardware firewalls situated in your network between the User Stations and the
Manager, you will need to create port exceptions such that the the User Stations can contact the
Manager via TCP on port 700 and the Manager can contact each of the User Stations via TCP on
port 699. Network Address Translation (NAT) is not allowed within a CASSIE System.
 The Windows group ‘Everyone’ should be removed from the permissions list on any target
printers in the system to prevent patrons from printing directly to them without being charged.
This is accomplished by the configuration process automatically when you answer ‘Yes’ to all
prompts when installing a CASSIEPrinter.
 A strong password should be set on the CTRL-SHIFT-DEL menu on each User Station to prevent
patrons from invoking any of its functions, including stopping the User Station program from
running.

All of the points listed above are addressed thoroughly in the Installation / Configuration / Staff Reference
Manual.

Uninstalling the Applications

If you wish to remove the applications from the Evaluation Computer, this is accomplished by selecting
Add/Remove Programs from the Windows Control Panel. Select ‘Cassie User Station’ and ‘Cassie
Manager’ in turn.

Page 8
© 2023 Librarica LLC