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TermSet

Available to purchase until

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

Key Facts

Benefits

  • 50%+ discount vs commercial pricing
  • Site licence
  • ScanR helps with GDPR compliance
  • TagR 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. TermSet 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 Eduserv’s charitable objectives of supporting education, research bodies and the public sector may ask to participate in the Agreement. Eduserv 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

ScanR 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

TermSet ScanR 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

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

ScanR 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

TagR 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. TagR delivers the Google search experience within SharePoint and guarantees SharePoint end user adoption.

Short demo video here.

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 ScanR.

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 ScanR 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

Demo of ScanR

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

Watch the video

GDPR Sensitive Data Discovery with ScanR

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

DOWNLOAD»

Terms and Conditions

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.

Licence Type

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.

Termination Clauses

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.

Location and Use Permissions

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.

Personal Licences

N/A

Products and Pricing

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 at the bottom of the page.

ScanR Pricing

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TagR Pricing

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Payment Terms

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 "Eduserv". 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).

All Purchase Orders must be made out to Eduserv

Payments are due within thirty days of invoice date; recipients of late payments are entitled to interest in accordance with UK statutory provisions.

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