You are asking a very broad question. First you do not have to have a "server". When you install it on a PC, that PC is in fact what OTM calls a server. You can have client to install on a second PC and it just that, a client. To set the server, first create a site. You have to determine what type of connectivity you will use IE ehternet or serial. If ethernet, then it has to be on the ELAN so you can access the switch. Once you do that then set all the paramaters of the site.
Tell you what if you post your email address I will email you and we can trade phone numbers and I will call you as long as you are in the USA. I can walk you through the set of OTM