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Thursday, February 21, 2013

Lync 2013 Licensing Guide - How to licence Lync Server and Client

http://lync.microsoft.com/en-us/get-lync/Pages/lync-licensing.aspx
 
Version 1.8, 09.10.2014

I receive, especially from Pre-Sales Consultant and Account Manager (Sales), all kind of questions regarding "How do I have to license the Lync" in different scenarios.
 
It is simply done like this, since we only have 4 different type of licenses:
 
Server Licenses:
Available for Frontend Service only (no more Standard or Enterprise License)
 
Client Access Licenses (CALs): 
Three CALs are available
  • Lync Standard CAL (IM, presence),
  • Lync Enterprise CAL (audio, video, web conferencing),
  • Lync Plus CAL (Enterprise voice features)
    Enterprise CALs and Plus CALs are additive to the Standard CAL.
    This means for you, you can combine the following:

    Standard CAL,
    Standard + Enterprise CAL,
    Standard + Plus CAL,
    Standard + Enterprise + Plus CAL
  • CALs are available as either Device CALs or User CALs
    Please consider this wisely, if you chose a Device CAL, but, let say you are login to the PC and have a Mobile, you are already entitled for two (2) Device CALs.
    I recommend Device CAL only if you have shared workspaces, e.g. like shift workers

User Subscription Licenses (USLs):
Three USLs are associated with Office 365 and Lync Online.
  • Plan 1-provides Presence, IM, peer-to-peer VoIP and Video,
  • Plan 2 adds Lync Meetings capability,
  • Plan 3 adds PSTN Access (US and UK), USLs are per user only.

Client License:
  • Lync 2013 client licensed via Office Professional Plus (is also available as a standalone).
  • Lync Windows Mobile 8 client is licensed via Windows Store (FREE)
  • Other mobile clients are available via the relevant platform store. (FREE)
  • Lync Basic 2013 client licensed via download from Microsoft. (FREE)
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Back to several deployment scenarios for Server Licensing only!
Since the client licensing depends on when, where and which feature a user have to use.
(one upcoming change should be consider for CALs, if a user should ONLY be invited a Lync Online Conference and he will not participate in Enterprise Voice, he only needs Standard User CAL)

Note:
Since the SBS has an Registrar too, it is not fully clear if the SBS must be licensed or not, actually we read and understood it as described below. A SBA has its own Windows and Lync Server license via an special OEM / Vendor agreement, so if you deploy SBS (Survival Branch Server) you need to have an additional Lync Server license.
The exact terms are: "You need to have a assigned Lync Server license to each Lync Front End Service". The SBS runs a Lync Front End Service (Registrar)


Recommendation:
If possible makes use of SBA instead of an SBS, if you deplyo SBS, consider if you could als deplyo a Standard Edition Server (this depends on Conferencing and related features, as well a USER Data High Availability). Do not assign every user an Enterprise CAL, consider who must be able setting up conferences with more than 2 parties.
Also carefully plan your SQL Server deplyoments since, you are able to spare some costs.

-------------------------------------------------------------------------------------------------------------------

Example A:
700 User, no HA.
1x Standard Edition Server
1x Edge Server
2x Mediation Server, one with SIP Trunk, the other with PRI Gateway
4x SBA

License needed: 1x Lync Server (for 2010, 1x Standard Server)


Example B:
5600 User, pre - HA.
1x Enterprise Edition Server
1x Backend Server (SQL)
1x Director Server
1x Edge Server
2x Mediation Server, one with SIP Trunk, the other with PRI Gateway
6x SBA
4x SBS

License needed: 1+4 = 5x Lync Server  (for 2010: 5x Enterprise Server)+ 1x SQL Standard Server per CPU


Example C:
12000 User, HA.
2x Standard Edition Server (Frontend for Branches)
6x Enterprise Edition Server (2x3 Frontend for Site Resiliency)
4x Edge Server
3x Mediation Server, two with SIP Trunk, the other with PRI Gateway
10x SBS/
10x SBA
1x Monitoring
2x Persistent Chat Frontend Server
2x Persistent Chat Store (SQL)
1x Persistent Chat Compliance Store (SQL)


License needed: 8+10 = 18x Lync Server (for 2010: 2+10 = 12x Standard Edition Server, 6x Enterprise Edition Server,- Persistent Chat was not available), 4x SQL Standard Server (per CPU)

Well, let me explain the last scenario:
We have in sum 2x Standard Edition Server (frontend) and in two datacenter 3 Enterprise Edition Server each, as well the Persistent Chat Server 2x times. this requires also since it is an Frontend Server a dedicated license.
SQL follows the SQL Licensing Guidelines, but for Mirroring Feature, needed for HA, we must deploy SQL Enterprise, therefore I can host other databases e.g. Monitoring also on the same SQL instance.

Hope this will help you.

Here you can compare the SQL Version:
http://lyncuc.blogspot.de/2014/01/lync-server-2013-lync-backend-sql.html

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Client Access License Comparison:


Figure 1: Instant Messaging and Presence


Feature

New or Improved

Standard CAL

Enterprise CAL

Plus CAL

See other’s presence

Improved


 

 

Manage own presence

Improved


 

 

See presence in Office

Improved


 

 

Contact management

Improved


 

 

Contact card

Improved


 

 

PC-PC and multiparty IM *)

Improved


 

 

PC-PC and multiparty file transfer

Improved


 

 

Persistent Chat

Improved


 

 

PC-to-PC computer audio calling

Improved


 

 

PC-to-PC computer video calling

Improved


 

 

PC-to-PC IM, audio, and video with users at federated organizations

Improved


 

 

PC-to-PC presence display, IM, audio, and video with Skype users

New


 

 
 
*)

This is an important topic. a user with Std CAL is still allowed to initiate a Multiparty IM session, utilizing the IMMCU. This is a conference, but on for IM.
E.g. Global Conferencing Policy can be modified to match the CAL compliance.
Maximum meeting size: (e.g. 3+, or much more)
Audio/Video: NONE
Data collaboration: NONE
Application sharing: Disabled application sharing

Figure 2: Lync Meetings


Feature

New or Improved

Standard CAL

Enterprise CAL

Plus CAL

Initiate an impromptu multiparty (3+ users) meeting with audio and video (including dial-out to PSTN or PBX users)

Improved

 


 

Initiate impromptu application sharing (1:1 or multiparty)

Improved

 


 

Initiate impromptu white boarding session (1:1 or multiparty)

Improved

 


 

Schedule and invite attendees to meetings with audio (including dial-out to PSTN or PBX users and hosted audio conferencing features), video, web conferencing and content sharing 

Improved

 


 

Automatically join meeting audio from PBX or other phone number

Improved

 


 

Enable use of Lync Room Systems

New

 


 


 

Figure 3: Enterprise Voice


Feature

New or Improved

Standard CAL

Enterprise CAL

Plus CAL

Initiate an impromptu multiparty (3+ users) meeting with audio (including dial-out to PSTN or PBX users)

Improved

 

 


UC and PBX Call Control

Improved

 

 


Visual Access to Voicemail

Improved

 

 


Advanced Voice Features

Improved

 

 


Routing Rules

Improved

 

 


E911 Capabilities

Improved

 

 


Delegation

Improved

 

 


Response Group Agent and Agent Anonymity

Improved

 

 


Lync Phone Edition “Better Together” features

Improved

 

 


Dial out to PSTN

Improved

 

 


Receive calls from PSTN

Improved

 

 


 
Figure 4: Instant Messaging and Presence


Feature

New or Improved

Lync Online Plan 1

Lync Online Plan 2

See other’s presence

Improved



Manage own presence

Improved



See presence in Office

Improved



Contact management

Improved



Contact card

Improved



PC-PC and multiparty IM

Improved



PC-PC and multiparty file transfer

Improved



PC-to-PC computer audio calling

Improved



PC-to-PC computer video calling

Improved



PC-to-PC IM, audio, and video with users at federated organizations

Improved



PC-to-PC presence display, IM, audio, and video with Skype users

New



 

Figure 5: Audio, Video, and Web Conferencing

Feature

New or Improved

Lync Online Plan 1

Lync Online Plan 2

Initiate an impromptu multiparty (3+ users) meeting with PC-based audio and video

Improved

 


Initiate impromptu application sharing (1:1 or multiparty)

Improved

 


Initiate impromptu white boarding session (1:1 or multiparty)

Improved

 


Schedule and invite attendees to meetings with audio, video, web conferencing and content sharing 

Improved

 


Use a third-party dial in audio conferencing service integrated with Lync Online to host audio conferences and dial out to PSTN numbers from audio conferences

Improved

 


Enable Lync Room Systems usage

New

 



Last but not least, there is one more intersting feature wich come with the USL.
You are entitled deplyoing USL licenses also on-premise. Therefore Microsoft provides and "replacement" table, which USL is equal to the respectable CAL.


Figure 6: On Premises Use Rights with Lync Online and Office 365

USL

Standard CAL

Enterprise CAL

Plus CAL

Lync Online Plan 1


 

 

Lync Online Plan 2



 

Office 365 – E1



 

Office 365 – E2



 

Office 365 – E3



 

Office 365 – E4




 

54 comments:

  1. what type of CALs is required to perform an audio or video call in a point-to-point?

    ReplyDelete
  2. There is only one edition of server license for Lync 2013 according to http://lync.microsoft.com/en-us/get-lync/Pages/lync-licensing.aspx, “Lync Server 2013 is licensed in one edition for all deployment scenarios”. Standard and Enterprise isn't used any more.

    ReplyDelete
  3. Well, you are right, only one Server Licensing Type is used. I will change this asap and add the old licensing for 2010 in brackets.

    ReplyDelete
  4. Regarding Audio/ Video Calls in P2P, you only need the Standard CAL License.
    Some new Licensing changes:
    If a user is invited into a Lync Conference (internal) NO Enterprise CAL is required anymore.

    ReplyDelete
  5. Thanks for your reply!
    I found information on the licensing of Lync 2013 in Japanese only, but I do not know the language :)
    http://lync.microsoft.com/ja-jp/Pages/Lync2013_License.aspx
    Maybe you have a link to more information on licensing Lync 2013, preferably in English?

    ReplyDelete
  6. Does the new Lync basic client also need a CAL? I know the client is free and you need a valid server license but what about CAL? Is that free for Lync basic?

    ReplyDelete
    Replies
    1. CAL = Client Access License

      This is a license you need to ACCESS a service, e.g. Lync. in other word, regardless of if you use Basic, Full, Mobile or what every client you need a Lync CAL (Std, Ent or Plus), if you make use of one of the related features/ services if you are an "authenticated user" (register with the fronend service)

      hope this helps.

      Delete
    2. Thanks for the confirmation. I was sure that was the case but wanted to verify

      Delete
  7. Hey, i wanted to know about SIP Trunk in UK which can simplifies the network and also improves the communication level by reducing the connectivity charges. Can anyone suggest me something?

    ReplyDelete
  8. IM and PResence is in Standard CAL- Understood
    Initiating a voice or video conference is in Enterprise CAL-Also Understood.
    What about Integrating Messaging from a third party (AVAYA), Mobile and single number reach, click to call? Is Plus Cal required?

    ReplyDelete
    Replies
    1. Hi, this depends on the feature:
      IM with AVAYA, only the Std CAL
      Mobile, SNR and C2C require a Plus CAL (due to enterprise voice)
      Also if you enable Remote Call Control, you need an Plus CAL due to this feature is also Enterprise Voice

      Delete
  9. Hi, I am wondering why SQL Enterprise is required.
    Standard also offers HA (including miroring).
    And standerd supports max 4 sockets or 16 cores.
    That should be sufficient.

    ReplyDelete
    Replies
    1. Hi Wim,

      this is sufficient. You are right, a Standard Edition SQL 2012 Server meet the mirroring requirements.
      I have change the typing mistake.
      Thanks Wim

      Delete
  10. For a common area phone offering voice only, is a device CAL required?

    ReplyDelete
    Replies
    1. Hi,
      if you are having Common Area Phones, you need a device CAL.
      This is not a dedicated license you can buy. It is the same as a user license, but you assign it as a device CAL in your assessment documentation.

      hope it help

      Delete
  11. If my organisation is going to have EA with MS and we are currently on Lync 2010. Do we need to buy extra/ seperate licenses when we upgrade to Lync 2013.

    ReplyDelete
  12. educated- or best guess

    What minimum _ram_ requirements to run in asp .net VSP (microsoft hyper-V) for

    * home use
    * less than 3 simultaneous audio calls
    * less than six registered devices with presence
    * third party voip providers

    ReplyDelete
  13. coming back to the last both question:

    Sure, if you have an EA with MSFT and no Assurance, you need to buy new licenses. even with an EA and Assurance, you need to check if Lync was included.

    Regarding to the technical question of RAM requirements.
    there is the official support statements and recommendation. but in your case you are able run all features with 4GB of RAM. Even you can use dynamic memory, even this is not supported in production environments.
    Only with your SIP provider, take care he is supported and certified, else better make use of an translation gateway, e.g. from Ferrari Electronics.

    welcome
    Thomas

    ReplyDelete
  14. One more question Thomas, We have EA with assurance.
    But we are not upgrading exchange to 2013..
    So Lync 2013 server only, the clients will be 2010. How does this scenario works based on your experiences.
    Will there be any problems if we upgrade exchange from 2010 to 2013 next year.

    ReplyDelete
  15. Hi,
    this scenario will work and is supported.
    So you can use Lync Client 2010 and Outlook 2010.
    Possible you update the Lync Client Version Policy.
    Else, you have to accept the fact, that you are in this constellation not entitled to make use of the new Lync Client 2013 Features.
    But and e.g. also RCC will work better in this scenario due to some issues in Lync 2013 Client.
    Also Exchange 2010 will work with Lync 2013, also here you can use new features e.g. Unified Contact store or User Pictures, which must be stored in AD or SharePoint, but not in Lync 2013 anymore

    ReplyDelete
  16. Thomas, thank you for good article. Especially examples are useful.

    I have a question about CALs. What type of CAL do I need for the user, which initiates a conference, where dial-in is possible? And what CALs are needed for invited users?

    ReplyDelete
    Replies
    1. Hi Mykhaylo,
      you need a enterprise CAL, this CAL enabled also the dial-in, as well as the dial-out feature. A user who is NOT initiating a conference do not need the enterprise CAL, the Std User CAL is enough.

      Delete
    2. So no Plus CAL is needed at all? I have no Enterprise Voice enabled at all. Despite that when I run Get-CsClientAccessLicense -LicenseName Plus I get some users and also some entries represented by phone numbers. How can it be?

      Delete
    3. This is good question. you should check if this users having phone numbers assigned. if so, change this and make sure they are not enterprise voice enabled

      Delete
  17. Hi Thomas! Great article.
    One question: what license are required for video-call between mobile devices?
    Thks

    ReplyDelete
    Replies
    1. This is the Standard CAL, it enabled user for Peer-to-Peer Voice and Video calls.

      Delete
  18. Hi Thomas
    I have Lync 2013 in production network.
    What kind of CAL is required if Lync user transfer incomming call to another user. All users have simply USB device attached in their PC. No extension are configured, for example, transfering call between Lync users within Helpdesk team.
    Reg
    Boopathy

    ReplyDelete
    Replies
    1. this you have to see what Lync Feature the user is using. If you are also talking about PSTN calls, you need for everyone all three CALs, if you are taking about internal Lync calls, you only need the Std User CAL this is also if he want a call being transferred, but be aware, if you are using enterprise voice features as RGS, you need also all three CALs.

      Delete
  19. Thansk Thomas for your article.

    One question:

    In your "Example A", you deploy one FE and one Edge (+ SBS). You only need 1 Lync Server License? You don't need a second Lync Server License for your Edge Role (since it's installed on another box?)

    Thanks in advance.

    Sebastien


    ReplyDelete
    Replies
    1. this is right, only the Registrar needs to be licensed. Edge is not a registrar, therefor no license required

      Delete
  20. Hi do I need the e-cal or plus-cal to enable users to dial into a multi party conference using PSTN infrastructure?

    I see it explicitly states that for pstn dial out the ecal is required but cant find mention of dial-in.

    Kind Regards,

    Albert

    ReplyDelete
    Replies
    1. I asked this question already. Thomas' statement was that either Enterprise or Plus is needed. So if you need Enterprise CAL for other purposes you don't need to purchase Plus for dial-in conferencing. If you have only Plus CAL you don't need to purchase Enterprise for dial-in.

      Additionally I contacted MS support to clarify this matter. The support person however didn't seem as competent as Thomas :-D. However we needed official MS statement for the customer. So after 2 hours conversation I convinced MS that we don't need Plus CAL in addition to Enterprise and we've got this confirmation by mail.

      Delete
    2. Hi Abert,
      for PSTN Dial In you do not need to be a Lync User, therefore its logic that you dont need a license for Lync at all.
      The person who will initiated or invite actively people into a conference must have a ENTERPRISE CAL

      Delete
  21. Hi Thomas,
    I have a question about CALs..If we have a 100 Std CALs and 10 Enterprise CALs so how lync server differentiate these CALs,Can we assign 10 user to enterprise CALs from lync control panel and rest of the 100 users lync server take it default as Std CALs or 100 users assign it Std CALs in lync control panel...

    ReplyDelete
    Replies
    1. Hi Shahz,

      the differentiation is done ONLY via Conferencing Policies. Lync do not check the "paper" assigned to users. So being compliant requires your documentation efforts.

      hope this helps

      Delete
  22. Hi thomas,
    My second quesion if enterprise user initiates a multi party video conference and invited Standard users for participating..is this possible that std users video and audio enable for all std users in the conference.

    ReplyDelete
    Replies
    1. the License guides says:
      you need as authenticated user a STD CAL for participation, a ENT CAL for initiation and no CAL for anonymous join.
      PSTN dialout is also part of the ENT CAL.

      Delete
  23. Thomas,

    We need your help to understand Lync 2013 licensing.

    We wanted to do a MSFT Lync 2013 Standard Setup with Two FE for my Lab.

    We need your help and support to understand what kind of license, should I acquire for this setup.

    My all the components are resident to above two Server FE.

    Please help

    ReplyDelete
    Replies
    1. well this is straightforward.
      if you install TWO STD Server, than you are only allowed initiate the STD Server, no HA beside a Server Pairing.
      if you install TWO FE as ENT EDT, you can have HA, in both scenarios you must have SQL Server as BACKEND

      hope this is what you are looking for.

      Delete
  24. Thomas,

    I noticed you listed the Lync 2013 client as "also available as a standalone". I've only been able to find it packaged with certain versions of Office 2013. Where can I find it standalone?

    ReplyDelete
    Replies
    1. Hi Brian, if you are Microsoft LAR, you find it in the Licensing Catalog.
      If you are customer, you need to ask your Software distributor. You cannot simply download this client. You can request the license and access will be granted.
      SuM:
      The standalone client is available via Microsoft licensing program only.

      Delete
  25. Hi. I am confuse about ENT and Plus feature. In Enterprise I have this statement "Initiate an impromptu multiparty (3+ users) meeting with audio and video (including dial-out to PSTN or PBX users)" and for Plus I have this one "Initiate an impromptu multiparty (3+ users) meeting with audio (including dial-out to PSTN or PBX users)". Can you help me to clarify?

    ReplyDelete
    Replies
    1. Hi Mario,
      I do my best and help you understanding your requirement.

      It is not so easy to understand, but with in the Microsoft Licensing Guide you find the following additional information:

      To enhance the collaboration experience for users with rights to Lync Server, the following shared features should be considered when considering CALs:

       Attendee and Presenter Experience. Users with a Lync Standard CAL can attend meetings and can be promoted to presenter in conferences initiated by an Enterprise CAL user. In order to have full collaboration capabilities including initiating or scheduling conferences, a user would need both the Standard CAL and Enterprise CAL.

      EXPLAINATION:
      IF you only have the PLUS CAL, you are NOT allowed scheduling conferences. So you can run a conference, if you extend an existing call into a conference.

       Audio Conferencing. Audio Conferencing is a shared feature of both the Enterprise CAL and Plus CAL users. In order to leverage the audio conferencing features such as initiating and scheduling an audio conference, a user will required either the Enterprise or Plus CAL or both CALs.

      Delete
    2. Hi Thomas. Just to clarify (sorry for the confusión). I was talking about "Client Access License Comparison" that you have here in your blog and its the same that appears in License Guide. If you see "Figure 2 Lync Meetings" you have these feature for ENT CAL "Initiate an impromptu multiparty (3+ users) meeting with audio and video (including dial-out to PSTN or PBX users)". If you see Figure 3 " Enterprise Voice" you can see also these feature "Initiate an impromptu multiparty (3+ users) meeting with audio and video (including dial-out to PSTN or PBX users)".... I told to the Customer that for Voice and call to PBX/PSTN they need PLUS CAL but I am confused because ENT/and Plus seems to have the same capability to créate and manage multiparty audio (including PBX and PSTN as I mention) and the difference is in the video. If the chart are rigth, thats mean with ENT can my Customer call to a PBX or PSTN?

      Delete
    3. HI Marion, never mind.
      Microsoft CAL Licensing is bit difficult to understand.

      In your Case:
      Both the ENT and PLUS all a user an adhoc conference, were he is directly INVITING other Users (Lync) or he DIALS (initiate PSTN Call) other numbers.

      with the PLUS CAL only: He is NOT ALLOWED scheduling meetings e.g. via Outlook or web Scheduler!
      (This means, e.g. the JOIN CONFERENCE Link in an email !)

      Also to make it very clear:
      if you have an ENT CAL, the user is NOT allowed making out going PSTN calls, neither he is allowed receiving PSTN calls.

      the English word impromptu means:
      adhoc, or now, or at this moment, ...

      Delete
  26. Hi Thomas,

    What license will I needed if I deploy a application that is written in UCMA and running on a Server which will deployed as a trusted application server in Lync topology, device CAL or Server License is needed?

    ReplyDelete
    Replies
    1. Hi Keith,
      let me comeback to your question. It is not so simple to answer, but let me try to explain.
      Microsoft Licensing write the following:
      A CAL, either user or device, is necessary if a resource is authenticating e.g. via Active Directory. This means in your case, if your application acts on behalf of a user or device which doesn't have a CAL assigned you will need to apply a new CAL. If you application acts on behalf of a user who is already assigned a user CAL you do not need licensing it again.
      If this application, e.g. informs user, e.g. sending note /IM or making calls to users, this trusted application do not need to be licensed.
      On the other hand, if your application need a Lync Server installed where it is established on, you need to license this server.
      But mostly you make us of the UCMA interface and this don't need a license too.

      I hope this might help you finding the right licensing model.

      Cheers Thomas

      Delete
  27. If we have a Lync Server Enterprise Voice connected to SIP-trunk with 10 DIDs (xxx-xxx-xxxx); how many and type of CALs are needed for 100 device extensions that are going to receove calls only from the outsite and 50 user extension with Enterprise Voice Feature? We need Enterprise Plus for PSTN Dial-out calls?

    ReplyDelete
    Replies
    1. Hi Millie,
      1. generally every user/ device in Lync must have a Standard CAL assigned (if the system is registering\ authenticated)
      if I understand it correctly. You have 100 devices registered in Lync and 50 of them are enabled to place / make outside calls.
      If you must have 100 Standard and 100 PLUS CALs.
      If you have 100 phone extension and only 50 device, meaning here is, only 50 user/ AD Accounts or Common Area Phones are concurrently registered.
      You can assign only 50 CAL a Standard and PLUS Call registered as DEVICE CAL.


      Delete
    2. Thanks, Thomas! My question if I have 50 users with Lync Std CALs who only going to receive dial-out calls through transfers made by a user with Lync Std CAL and Lync Plus; they also need to add Plus CAL.

      Delete
    3. Hi Millie,
      is a user is going to ANSWER a PSTN call, you must have a PLUS CAL.
      MSFT License Guide:
      These capabilities include common calling features such as answer, forward, transfer, hold, divert, release, and park, along with Enhanced 9-1-1 calling for North America, support for analog devices and a broad range of both IP and USB user devices from partners.

      Delete
  28. If a user is not using enterprise for a specified time ( let's say 4 weeks ), is it then possible to put the enterprise CAL back into a resource pool of "available enterprise CAL" ?

    ReplyDelete
    Replies
    1. Hi Dick,

      first important information is: You must have a possibility tracking license usage. This is important for any kind of assessment. Next is you need as well a possibility protecting the license usage, e.g. policies.

      In the licensing guide, no specific timeframe is provided where a license has to be assigned for "whatever" time.
      So you can provide the tracking like user a Jan and Mar and user b Feb and -Apr-Dec.
      So building a license pool for enterprise voice is possible.

      I hope this helps and answers you question

      Delete