I am unable to get _any email_ thru any pkg build, MSI or one-time (exe).
Do you use Gmail or a similar service as your SMTP? Note, that for security reasons Gmail may limit the usage of their SMTP by third-party apps unless you explicitly allow such usage. See more information in this document. Other services may have similar limitations.
Besides, if you have 2-factor-authentication enabled for your email account you'll need to create an "app password" in order to circumvent 2FA and enable your build to use your SMTP server for sending emails.
Additionally, I am unable to get a connection thru pasting code directly from a Host on which a viewer is installed, thinking I could sync the address book (already checked the viewer on the same Host!).
I am sorry, may I ask that you clarify this paragraph? You installed Viewer and Host on the same computer, correct?
Note, that in order to sync your address book automatically (full-fledged synchronization) among multiple Viewers you will need to install our self-hosted server and set up the address book sync role.
The latter part of above was in attempts to use a temporary work-around by pasting code, but that also is futile as the msg reads: code is incorrect or applying code fr om a different viewer (however both ARE on the same workstation).
After install (running the built package), and accessing settings for the Host, there is not a password set (>Security >Authorization >Single Password);
We couldn't reproduce the issue. With the "Automatically generate Host password" checkbox enabled in step 3 of the configuration process and when accessing the settings for the Host afterwards, the checkbox "Single password" is set.
When configuring your installer, try enabling some other Host options (I mean options in the Host configuration window rather than those in the configurator wizard) and then see if they apply. Please, let us know the result.
it might be rather difficult to actually find a stored connection if there are hundreds or thousands of them
The address books has all the necessary means for you to find a connection regardless of how many there are:
1. Folders to keep your address book organized. 2. Instant search function that allows you to quickly find a connection by typing a search term. 3. Sorting and grouping, including a custom sort field.
Also, if a new Agent connection was to be stored permanently, the user would have to provide sufficient details to make the bookmark usable (e.g. think up a descriptive name), which would take some unnecessary effort.
When address book records are added from an email or automatically imported using the self-hosted server's auto-import feature, the descriptive name of a connection is populated automatically and taken from the remote computer/hostname.
The domain controller that you want to add must be in directly visibility to the Viewer. Unfortunately, by design there is no way to broker this connection somehow, not to mention security implications.
Does a "tech" refer to a person or to a simultaneous connection?
A "tech" refers to a Viewer currently being actively used (i.e. with a remote session running).
If we have 20 employees but never exceed 10 simultaneous connections, do we need 20 licenses or would 10 licenses suffice? If those 10 simultaneous connections are made by 5 distinct people, could we get away with just 5 licenses?
I believe that in this example your 10 simultaneous connections may or may not be established from 10 Viewers (i.e. some Viewers may initiate multiple simultaneous connections). But for Remote Utilities licensing the number of simultaneous connections from the same Viewer is irrelevant because it's not limited. You should only count the Viewers.
Therefore, in this scenario you need a 5-tech license because you are writing that there are 5 employees who are supposed to work from 5 Viewers (one employee from each Viewer) simultaneously. This is regardless of how many connections each employees establishes from their Viewer.
Also, our license is neither hardware-bound nor attached to a specific person. This means that any 5 employees can work from any 5 Viewers simultaneously. Just make sure that the Viewers are registered with the license key.
What exactly does an "endpoint" entail?
A remote computer where either Host or Agent is running. Endpoints are represented in your address book as connections.
If we don't want to use address books at all (we very much prefer the "agent" solution as then we can prove to our customers that we can't connect to their systems without their knowledge and approval), should we even care about the number of endpoints?
You will not be able not to use the address book at all. Before you connect to a remote computer you first must add a connection to your address book.
While the antivirus software can be the same, it evolves just like any other software (engine updates) with threat definition databases updated on a regular basis. Currently, Remote Utilities is clean across all antivirus programs (according to VirusTotal reports) so this may not necessarily be the cause, but whenever there is an issue with the Host service not working properly antivirus/security software should be checked first. Besides, you mentioned problems not only with remote update but also with clean Host installation. It looks like the same factor in both cases affects how the Host service starts (or rather does not start in this case).
As always, before we can tell what might possibly be going on, we need to look at the logs. These are the following logs: