Where to Store the Excel Template Files

By default, the Excel template files are stored at <PPM_HOME>/conf/custom_excel_templates. However, in a clustered environment, a template file must be copied on every PPM_HOME directory of the cluster. This can quickly become tedious to maintain. For that reason, whenever running PPM in clustered configuration, it is advised to define the server parameter EXCEL_TEMPLATES_PATH and set it to a shared folder where Excel templates will be stored. This allows to store templates in one single folder, whatever be the size of your cluster deployment. Moreover, it allows to give Reports creators the possibility to access and modify the Excel templates without giving them access to the PPM Server file system, which is a good practice.

It is advised to create a folder under the custom_excel_templates folder (such as Reports), and organize your templates in sub-folders by module or business department.