Connecting New iMac to Server 4.0

Have a new MacMini Server updated to Yosemite and Server 4.0. I believe I have setup the server to provide services via Open Directory, Mail, Messages, Calendars, created Network User accounts and so on. Seems relatively easy, actually.
But, what is the best way to connect a brand new iMac with Yosemite to the server? A long time ago, I watched some Apple videos that showed an option in the initial OS startup to connect and configure automatically but that seems to be gone. Is there a support document or checklist that shows the best way to connect, step-by-step to the server and have things work?
I'm afraid my initial attempts have been very frustrating -- the client machine says it's connected to the server, but cannot load any user accounts. Mail/Messages, etc., continually ask for passwords and will not work. Obviously I have missed something!!
Sorry ... LONG time Windows guy helping out his small company (seven clients) to transition to Apple/Mac!!
Thanks in advance.
Ken

After a couple of calls to Apple Enterprise support, this was pretty much resolved. Issue revolved around my initial choice of hostnames.
Ken

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(51547)

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