Well, there are 2 clear issues, both all too easily reproducible, as I explained above.
The main problem for me is the "Give All Keystrokes To Plugin" button function doesn't work correctly with at least U-He Zebra2, but I see many other plugins listed in other queries on the general subject. In the 11 years or so I've been using Sonar 6, I never had to touch the "Give All Keystrokes To Plugin" button even using various U-He offerings including Z2 demo, and in fact I was not even aware this button existed until this issue in X3E. And I would LOVE to experience the same workflow with X3E, and beyond, as I had with v6! I've just purchased Z2 and there must be 10k soundsets for it, and as an avid patch modifier/creator/explorer, the inability to rename and add performance info notes to patches is extremely frustrating, and a real workflow killer! (yes, I realize I can work-around using Notepad or Sonar text entry areas - but what a pointless pain!!!)
Then the second issue that kills a decent work-around is Sonar X3E's inability to unbind all Sonar key-bindings, as explained in my original post. And I've fought and researched this situation for hours and hours! BUT, I wouldn't be surprised if I found out I was doing something wrong somewhere, as both X3 and Z2 are new to me, and a little confusing in their complexity and options, so that brings me here... :)
The two issues together are just a nightmare!
Thanks for any and all help!