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| 1 | +# vault Salt formula |
| 2 | + |
| 3 | +Short, accurate documentation for this formula. |
| 4 | + |
| 5 | +## Overview |
| 6 | +This formula installs and configures HashiCorp Vault, supports: |
| 7 | +- Binary installation (specified via `pillar['vault']['version']`) — downloads official Vault zip and installs `/usr/bin/vault`. |
| 8 | +- APT installation (legacy) following HashiCorp apt repository instructions. |
| 9 | +- Setting capabilities (`CAP_IPC_LOCK`, `CAP_NET_BIND_SERVICE`) so Vault can bind to privileged ports (443). |
| 10 | +- Snapshot creation |
| 11 | +- Restore from snapshot, initialization, unseal, and full wipe workflows. |
| 12 | + |
| 13 | +## Files |
| 14 | +- init.sls — install/config (binary and apt branches) |
| 15 | +- initialization.sls — runs `vault operator init` and stores JSON on the Vault host |
| 16 | +- unseal.sls — unseal logic using pillar['vault']['unseal_keys'] |
| 17 | +- audit.sls — enable/disable audit logging to file |
| 18 | +- remove_init_files.sls — cleanup of init JSON files after keys are safely stored in pillar |
| 19 | +- root_token_file.sls — create `/root/.vault-token` with root token for quick authentication |
| 20 | +- restore.sls — restore snapshot workflow |
| 21 | +- wipe.sls — destructive reinstall + wipe |
| 22 | + |
| 23 | +## Pillar (example) |
| 24 | +``` |
| 25 | +vault: |
| 26 | + version: '1.21.1' # optional — if present, binary install is used |
| 27 | + privileged_token: '...' |
| 28 | + unseal_keys: |
| 29 | + - 'AAA...=' |
| 30 | + - 'BBB...=' |
| 31 | + - 'CCC...=' |
| 32 | + env_vars: |
| 33 | + VAULT_ADDR: 'https://127.0.0.1:8200' |
| 34 | + init: |
| 35 | + key_shares: 5 |
| 36 | + key_threshold: 3 |
| 37 | + output_file: /opt/vault/init-temp.json |
| 38 | + restore: |
| 39 | + snapshot_path: /opt/vault/snapshots/vault_YY-MM-DD.snap |
| 40 | + unseal_keys: # optional: keys to use only for restore |
| 41 | + - 'ZZZ...=' |
| 42 | +``` |
| 43 | + |
| 44 | +## Key workflows |
| 45 | + |
| 46 | +### Install |
| 47 | +- With binary: set `vault.version` in pillar. The formula downloads the specified release zip from releases.hashicorp.com, extracts only the `vault` binary to `/usr/bin/vault`, sets perms and capabilities, and creates systemd unit. |
| 48 | +- With apt: omit `vault.version`. The formula follows the official apt repo setup (signed-by keyring) and installs `vault` package. |
| 49 | + |
| 50 | +### Initialization |
| 51 | +- Prerequisite: apply `vault.init` first (installs binary/package, writes config/env, systemd unit, and starts the service). |
| 52 | + |
| 53 | +```bash |
| 54 | +salt-ssh 'target' state.apply vault.init |
| 55 | +salt-ssh 'target' state.apply vault.initialization |
| 56 | +``` |
| 57 | + |
| 58 | +- The `vault.initialization` state runs `vault operator init -format=json` only when Vault is not initialized. It saves JSON to `/opt/vault/init-temp.json`, and prints a pillar-ready YAML snippet to stdout so you can copy it into your pillar. |
| 59 | + |
| 60 | +### Unseal |
| 61 | +- `vault.unseal` reuses pillar['vault']['unseal_keys']. |
| 62 | +- During restore, if `vault.restore.unseal_keys` is provided, those keys will be used for autounsealing restored storage. |
| 63 | + |
| 64 | +### Restore (restore.sls) |
| 65 | +- Requirements: `pillar['vault']['restore']['snapshot_path']` must be set. |
| 66 | +- Behavior: |
| 67 | + - Includes `vault.unseal` so unseal states are available. |
| 68 | + - Stops/starts vault service appropriately, runs `vault operator raft snapshot restore` with provided `snapshot_path`. |
| 69 | + - After restore, it performs unseal steps using `vault.restore.unseal_keys`. |
| 70 | +- Important: Vault must be reachable and the privileged token available in pillar for operations that require authentication. |
| 71 | + |
| 72 | +### Wipe (wipe.sls) |
| 73 | +- Stops Vault, deletes configured data path `/opt/vault/data`, removes package or binary depending on install mode, then includes `vault.init` and `vault.initialization` to reinstall and re-init. |
| 74 | + |
| 75 | +### Audit Logging (audit.sls) |
| 76 | +- Enable or disable audit logging via pillar: |
| 77 | + ```yaml |
| 78 | + vault: |
| 79 | + audit: |
| 80 | + enable: true |
| 81 | + file: /var/log/vault_audit.log |
| 82 | + ``` |
| 83 | +- Apply the state: |
| 84 | + ```bash |
| 85 | + salt-ssh 'target' state.apply vault.audit |
| 86 | + ``` |
| 87 | +- Requires `privileged_token` in pillar for authentication. |
| 88 | +- Audit logs are written to the specified file in JSON format. |
| 89 | + |
| 90 | +### Root Token File (root_token_file.sls) |
| 91 | +- After initialization, store your `privileged_token` in pillar and apply: |
| 92 | + ```bash |
| 93 | + salt-ssh 'target' state.apply vault.root_token_file |
| 94 | + ``` |
| 95 | +- Creates `/root/.vault-token` with mode 600, allowing `root` to run Vault commands without manually providing `VAULT_TOKEN`: |
| 96 | + ```bash |
| 97 | + sudo vault status # will automatically use /root/.vault-token |
| 98 | + ``` |
| 99 | + |
| 100 | +### Cleanup Init Files (remove_init_files.sls) |
| 101 | +- After safely copying the JSON output from `vault.initialization` into your pillar, remove the temporary init file: |
| 102 | + ```bash |
| 103 | + salt-ssh 'target' state.apply vault.remove_init_files |
| 104 | + ``` |
| 105 | +- Deletes `/opt/vault/init-temp.json` by default (configurable via `init.output_file`). |
| 106 | +- Recommended: do this only after you have verified the keys are stored in a safe location (pillar, sealed backup, etc.). |
| 107 | + |
| 108 | +## Systemd & capabilities |
| 109 | +- The formula always creates `/etc/systemd/system/vault.service.d/capabilities.conf` with: |
| 110 | + ``` |
| 111 | + [Service] |
| 112 | + CapabilityBoundingSet=CAP_SYSLOG CAP_IPC_LOCK CAP_NET_BIND_SERVICE |
| 113 | + AmbientCapabilities=CAP_NET_BIND_SERVICE |
| 114 | + ``` |
| 115 | +- The Vault binary receives capabilities via `setcap` so binding to port 443 works on both install methods. |
| 116 | + |
| 117 | +## Quick Diagnostics Commands |
| 118 | + |
| 119 | +### Vault Status & Health |
| 120 | +```bash |
| 121 | +# Check Vault status (sealed/unsealed, cluster info) |
| 122 | +vault status |
| 123 | + |
| 124 | +# Check if Vault is initialized |
| 125 | +vault status -format=json | jq -r '.initialized' |
| 126 | + |
| 127 | +# Check if Vault is sealed |
| 128 | +vault status -format=json | jq -r '.sealed' |
| 129 | + |
| 130 | +# Health check endpoint |
| 131 | +curl -k https://localhost:8200/v1/sys/health |
| 132 | + |
| 133 | +# Leader status |
| 134 | +curl -sk https://localhost:8200/v1/sys/leader | jq |
| 135 | +``` |
| 136 | + |
| 137 | +### Raft Cluster |
| 138 | +```bash |
| 139 | +# List Raft peers |
| 140 | +vault operator raft list-peers |
| 141 | + |
| 142 | +# Show cluster configuration |
| 143 | +vault read sys/storage/raft/configuration |
| 144 | + |
| 145 | +# Check if node is leader |
| 146 | +vault read sys/leader |
| 147 | +``` |
| 148 | + |
| 149 | +### Snapshots |
| 150 | +```bash |
| 151 | +# List snapshots directory |
| 152 | +ls -lah /opt/vault/snapshots/ |
| 153 | + |
| 154 | +# Verify snapshot integrity |
| 155 | +vault operator raft snapshot inspect /opt/vault/snapshots/vault_latest.snap |
| 156 | + |
| 157 | +# Manually create snapshot |
| 158 | +vault operator raft snapshot save /tmp/manual-backup.snap |
| 159 | +``` |
| 160 | + |
| 161 | +### Configuration & Environment |
| 162 | +```bash |
| 163 | +# Check Vault config file |
| 164 | +cat /etc/vault.d/vault.hcl |
| 165 | + |
| 166 | +# Verify environment variables |
| 167 | +cat /etc/vault.d/vault.env |
| 168 | + |
| 169 | +# Check if VAULT_ADDR is set in current shell |
| 170 | +echo $VAULT_ADDR |
| 171 | + |
| 172 | +# Test network connectivity to Vault |
| 173 | +curl -k -I -L https://localhost:8200 |
| 174 | +``` |
| 175 | + |
| 176 | +### TLS Certificates |
| 177 | +```bash |
| 178 | +# Test TLS connection |
| 179 | +openssl s_client -connect localhost:8200 -showcerts |
| 180 | +``` |
| 181 | + |
| 182 | +### Audit & Logs |
| 183 | +```bash |
| 184 | +# Check audit device status |
| 185 | +vault audit list |
| 186 | + |
| 187 | +# View audit log (if file backend enabled) |
| 188 | +tail -f /var/log/vault_audit.log | jq |
| 189 | +``` |
| 190 | + |
| 191 | +### Authentication & Tokens |
| 192 | +```bash |
| 193 | +# Login with root token |
| 194 | +vault login |
| 195 | + |
| 196 | +# Check token info |
| 197 | +vault token lookup |
| 198 | + |
| 199 | +# Renew current token |
| 200 | +vault token renew |
| 201 | + |
| 202 | +# List token accessors |
| 203 | +vault list auth/token/accessors |
| 204 | +``` |
| 205 | + |
| 206 | +### Secrets Engines |
| 207 | +```bash |
| 208 | +# List enabled secrets engines |
| 209 | +vault secrets list |
| 210 | + |
| 211 | +# Check secrets engines |
| 212 | +vault secrets list -detailed |
| 213 | +``` |
| 214 | + |
| 215 | +### Performance & Metrics |
| 216 | +```bash |
| 217 | +# Prometheus metrics endpoint (if enabled) |
| 218 | +curl -sk https://localhost:8200/v1/sys/metrics?format=prometheus |
| 219 | +``` |
| 220 | + |
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