AW Roles to Groups
Add Custom Roles to Groups ..
Groups & Roles
In this hands-on workshop, you'll learn how to connect your custom Adventure Works roles with organizational groups and configure role mappings that enable PDC to receive complete identity information through JWT tokens. We'll walk through the critical process of assigning realm roles to groups so that your custom roles are automatically included in authentication tokens sent to PDC for data governance decisions.
By the end of this workshop, you will be able to:
Assign custom realm roles to organizational groups in Keycloak
Configure role mappings that ensure JWT tokens include all necessary role information
Establish the connection between organizational structure and custom compliance roles
Enable automatic role inheritance when users join specific groups
Ensure PDC receives complete identity context through properly configured JWT tokens
Create scalable role assignment workflows that support enterprise user management
Troubleshoot role mapping issues in identity federation scenarios
Workshop Role Assignments: You'll configure role mappings for the complete Adventure Works hierarchy:
System_Administrators →
aw-system-administrator
roleSales_Analysts →
aw-sales-analyst
roleHR_Specialists →
aw-hr-specialist
roleData_Stewards →
aw-data-steward
roleCompliance_Officers →
aw-compliance-officer
role
This workshop completes the critical bridge between your organizational groups and custom roles, ensuring that when users authenticate, PDC receives the full context of WHO they are and WHAT roles they possess for data governance decision-making.

Log into Keycloak:
Username: admin
Password: admin
Ensure you select the Pentaho Data Catalog Realm.
In Left Menu: Groups
Click: AdventureWorks_Organization > IT_Operations > System_Administrators

Assign Realm Role to Group
Click: Role mappings tab
Click: Assign role
Filter by realm roles

Select: aw-system-administrator

Click: Assign
Again the workflow will need to be repeated to assign the custom roles to the their groups:
Sales_Divison
Sales_Analysts
aw-sales-analyst
HR_Division
HR_Specialist
aw-hr-specialist
Data_Governance
Data_Stewards
aw-data-steward
Data_Governance
Compliance_Officers
aw-compliance-officer
IT_Operations
System_Administrators
aw-system-administrator

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