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CoreView (formerly TermSet)

Unfortunately, this agreement expired on the and is unavailable for purchase at this time.

This agreement offers two products from the UK company TermSet, now part of CoreView: CoreScan (formerly ScanR) and CoreTag (TagR). CoreScan is used to discover and report on Personal Identifiable Information (PII) within documents stored in multiple systems, helping sites to become GDPR-compliant; CoreTag is a low cost software product that automatically applies Metadata and Taxonomies to documents stored within SharePoint 2013, 2016 and Office 365

Key Facts

Benefits

  • 50%+ discount vs commercial pricing
  • Site licence
  • CoreScan helps with GDPR compliance
  • CoreTag makes Sharepoint more manageable.
  • Option of annual payments or discounted one-off payment for three years

Important dates

Agreement start: 1 February 2018

Agreement end: 31 January 2021

Subsequent invoice date: Three months in advance of the anniversary date of the licence.

Commitment Period

Institutions must make a three-year commitment from the date of joining.

Licence type

Site licence.

Trial

Free trials are available. CoreView will provide a full production version 7 day evaluation licence key. To arrange your free trial please email Chest Help

Eligible Institutions

Higher and Further Education and Research Councils in the United Kingdom, and to Universities and Colleges of Further Education in the Republic of Ireland.

Other organisations aligned with Jisc’s charitable objectives of supporting education, research bodies and the public sector may ask to participate in the Agreement. Chest will liaise with the Supplier about any such requests.

Product Information

Supplier Details

Licensor: Document Insights Ltd, registered in England and Wales (company number 9147037), whose registered office is 15 Warwick Road, Stratford-upon-Avon, CV37 6YW

Product Description

CoreScan is a unique product that uses Artificial Intelligence to identify and retrieve GDPR Personal Identifiable Information within documents. This means institutions can now automate the process when responding to GDPR “Right to be forgotten” or “Subject Matter” requests.

Diagram showing 3 steps to GDPR compliance

CoreScan automatically scans, identifies and retrieves all personal information in all documents stored within multiple systems such as File Shares, O365, SharePoint, Google Drive, Databases, DropBox, One Drive, and CRM.

Diagram showing how ScanR works

CoreScan automatically scans, identifies and retrieves all personal information in all documents stored within multiple systems.

CoreScan delivers an interactive dashboard to score the level of risk and exposure for identifiable personal information and subject access requests. 

Sensitive documents can be identified and workflows can be initiated for routing, classification, governance and quarantine purposes.

Short demo video here

For more information please see the 'Useful Resources' tab.

CoreTag is a unique software product that helps organisations enrich their Microsoft SharePoint search and accelerate migrations to Office 365, automatically applying Metadata and Taxonomies to documents stored within SharePoint, with no burden on the users or the IT team. CoreTag delivers the Google search experience within SharePoint and guarantees SharePoint end user adoption.

Short demo video here.

For more information please see the 'Useful Resources' tab.

Service and Support

Trials

Free trials are available. TermSet will provide a full production version 7 day evaluation licence key. To arrange your free trial please email help@chest.ac.uk

Product Documentation

Full product documentation will be provided with the licence keys.

Training and Training Materials

This Agreement does not include provision for training other than that which is provided within the software and product documentation

Technical Support

TermSet will provide full product technical support to the nominated Technical Contact and/or his/her Deputy at Licensed Institutions during normal business hours. Support is delivered via email. TermSet can be contacted at: Email: support@termset.com

Method of delivery of product

The master copies of media and Licensed Materials will be delivered to the Licensed Site by TermSet. Some materials may be supplied electronically. Delivery can be expected in 5 working days from receipt of licence paperwork.

Hardware requirements

Although the software can be installed on any 64 operating system (including Windows 10) for evaluation purposes, for the production installation the following minimum hardware requirements are recommended.

Deployment type and scale   RAM  Processor  Hard disk space 
Up to one million documents stored on File Shares or SharePoint  8 GB  64-bit, 4 cores  80 GB for system drive 
Over one million documents stored on File Shares or SharePoint  16 GB  64-bit, 4 cores  200 GB for system drive 

Software prerequisites

The following software packages are required prior to the installation of CoreScan .

Package  Download location  Size 
.Net 4.5.2 or later  https://www.microsoft.com/en-gb/download/details.aspx?id=42642   66.8 MB 
SQL CE 4.0 x64  https://www.microsoft.com/en-gb/download/details.aspx?id=17876  2.5 MB 

Account requirements

For audit and security purposes it is recommended that the CoreScan software uses a dedicated account.

Scenario  Requirement 
Installation  Local administrator privileges are required on the machine to install the software 
File Share Scanning  Read access to all content that is required to be scanned 
SharePoint Scanning  Read access to all content that is required to be scanned 
SharePoint scanning and marking of documents with metadata  Site collection administration access is required for the first scan of a SharePoint location (to allow for the creation of site collection columns which will be added to each library).

For subsequent scans a minimal access of Contribute is required in order to modify the properties of documents (adding metadata values). 

Installation

The software is provided as a single MSI file.

Installation steps:

  • Ensure the minimum hardware requirements are met 
  • Ensure the prerequisite software packages are installed 
  • Using an account with local administration rights run the provided ScanR.msi file.

Useful Resources

CoreScan: Ten Steps to GDPR Compliance

Click on the below image to view the 'Ten Steps to GDPR Compliance' infographic 

CoreScan blogs

Check out the following blogs:

CoreScan Datasheet

The new CoreScan solution from CoreView can automate the forensic analysis of documents stored in different repositories and identify sensitive information.  Click here to learn more.  

CoreTag Datasheet

The new CoreTag solution from CoreView can automate the creation and assignment of metadata for documents stored in SharePoint libraries.  Click here to read the full article.

Demo of CoreScan

TermSet GDPR CoreScan  discovers, reports and takes actions around sensitive data within an organisation -

Watch the video

GDPR Sensitive Data Discovery with CoreScan

Find out how CoreScan can help your organisation comply with GDPR in this presentation given May 2018

DOWNLOAD»

Unfortunately, this agreement expired on the and is unavailable for purchase at this time.

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