Hey, Dave!
Glad to see that you like the new version. We appreciate your being an early adopter!
Your questions are great, and I'm excited to get you a few how to's on these topics over the next few days. However, could you give me a little more detail about what you are looking to do with #3? That's a pretty broad area, and some guidance would help me answer your question best!
Enjoy Dataverse!
Rocco