All process instances created on the basis of imported source system data, process instance-independent measures, configurations imported by the runnppmconfig configuration program (customizing), as well as configurations extended or edited by the user via the front-end (e.g. PPM users, user-defined measures) are saved in the PPM client's database. They are automatically saved when the database schema is backed up. Therefore, you should back up the database on a regular basis.
By default, the configuration files of a PPM client are saved by client in the config and custom directories under <installation directory>\ppmmashzone\server\bin\work\data_ppm\. Save these directories each time you change the configuration. Save the patch directory in <installation directory>\ppmmashzone\server\bin\work\data_ppm. In this directory, runtime components are saved that globally adapt the PPM functionality. The client-specific runtime components for adapting the PPM functionality are saved in <installation directory>\ppmmashzone\server\bin\work\data_ppm\custom\<client>\patch They are automatically archived when the custom directory is saved.
You must manually save the PPM directory of the Web server and all user-specific report definitions. To identify the storage location of the Web server directory that you specified during installation, refer to the ManagementViews.BaseDirectory key in the client-specific Templates_settings.properties configuration file.
If you installed Performance Dashboard for http-based publication of your analysis results (dashboards and Management views) you can save the configurations of all clients by backing up the directory <installation directory>\ppmmashzone\server\bin\work\data_ppm\webapp\WEB-INF\config.
If you want to save all global and client-specific configurations and data, create a backup copy of the data_ppm directory including all subdirectories.