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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
Agreement start: 1 February 2018
Agreement end: 31 January 2021
Subsequent invoice date: Three months in advance of the anniversary date of the licence.
Institutions must make a three-year commitment from the date of joining.
Site licence.
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
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.
Licensor: Document Insights Ltd, registered in England and Wales (company number 9147037), whose registered office is 15 Warwick Road, Stratford-upon-Avon, CV37 6YW
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.
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.
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.
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
Full product documentation will be provided with the licence keys.
This Agreement does not include provision for training other than that which is provided within the software and product documentation
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
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.
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 |
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 |
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). |
The software is provided as a single MSI file.
Installation steps:
Click on the below image to view the 'Ten Steps to GDPR Compliance' infographic
Check out the following blogs:
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.
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.
TermSet GDPR CoreScan discovers, reports and takes actions around sensitive data within an organisation -
Find out how CoreScan can help your organisation comply with GDPR in this presentation given May 2018
The Chest Order, together with the Licence Terms and Conditions, and any exceptions listed below, create a legally binding contract between your institution, organisation or company and the Licensor. Therefore please read the terms and conditions carefully and only submit a Chest Order if its terms and conditions are acceptable to your institution, organisation or company and you have the authority to make the financial commitment shown.
This Site licence is subject to the terms and conditions for the Standard Chest Licence for Software.
Copying of the Software is allowed in accordance with the terms and conditions for the Standard Chest Licence for Software.
On receipt of a completed Licence, Institutions will be invoiced for the Agreement year in which the Licence is signed. For each subsequent year, Institutions will be invoiced three months in advance of the anniversary date of the licence. Purchase orders and payments for the licence fee must be made to "Jisc". Invoices are payable within 30 calendar days of the date of invoice.
Price is fixed at time of sign-up to the Agreement for the full term of the 3-year licence.
Institutions may, if they wish, pay a single charge to cover their commitment period (3 years).
Chest is an Enterprise of Jisc. All Purchase orders must be made out to Jisc, 4 Portwall Lane, Bristol, BS1 6NB to cover all charges plus VAT.
All terms contained in a PO are expressly rejected and do not form part of the Licence or vary the Licence terms in any way.
Payments are due within thirty days of invoice date; recipients of late payments are entitled to interest in accordance with UK statutory provisions.
At the end of a Licence period the software sites will be required to delete the software from their systems.
It is the intention of Eduserv and TermSet to renew this three year Agreement. If the Agreement is renewed or extended then new conditions may apply. If the Agreement is not renewed then any extension is a matter between institutions and TermSet.
The product(s) may be used by any Authorised User of the Licensee for Educational Purposes which includes the administration and management of the licensee’s educational and research operations. These permissions are described in the terms and conditions for the Standard Chest Licence for Software.
Home use by Students and Staff is not permitted.
N/A
All prices are in GBP and exclude VAT.
Subscribers can pay annual fees each year of their three-year licence or a single one-off fee in advance for three-year licence.
Payment terms are shown on the Terms and Conditions tab.
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