[Guide] Update for Vault HA (0.11) (#5104 )

* For 0.11 - Performance Nodes

* Added the doc link

* Performance Node -> Performance Standby Nodes

* Updated to say 'most read-only requests'

2018-08-30 14:45:34 -07:00

25 KiB

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layout	page_title	sidebar_current	description
guides	Vault HA with Consul - Guides	guides-operations-vault-ha	This guide will walk you through a simple Vault Highly Available (HA) cluster implementation. While this is not an exhaustive or prescriptive guide that can be used as a drop-in production example, it covers the basics enough to inform your own production setup.

Vault High Availability (HA)

Vault can run in a high availability (HA) mode to protect against outages by running multiple Vault servers. Vault is typically bound by the IO limits of the storage backend rather than the compute requirements. Certain storage backends, such as Consul, provide additional coordination functions that enable Vault to run in an HA configuration while others provide a more robust backup and restoration process.

When running in HA mode, Vault servers have two additional states: standby and active. Within a Vault cluster, only a single instance will be active and handles all requests (reads and writes) and all standby nodes redirect requests to the active node.

NOTE: As of version 0.11, those standby nodes can handle most read-only requests and behave as read-replica nodes. This Performance Standby Nodes feature is included in Vault Enterprise Premium, and also available for Vault Enterprise Pro with additional fee. This is particularly useful for processing high volume Encryption as a Service (Transit secrets engine) requests. Read Performance Standby Nodes documentation for more details.

~> This guide will walk you through a simple Vault Highly Available (HA) cluster implementation. While this is not an exhaustive or prescriptive guide that can be used as a drop-in production example, it covers the basics enough to inform your own production setup.

Reference Materials

Estimated Time to Complete

25 minutes

Prerequisites

This intermediate Vault operations guide assumes that you have some working knowledge of Vault and Consul.

Steps

Our goal in following this guide is to arrive at a Vault HA setup consisting of the following:

2 Vault servers: 1 active and 1 standby
Cluster of 3 Consul servers

Reference Diagram

This diagram lays out the simple architecture details for reference:

You perform the following:

Step 1: Setup a Consul Server Cluster
Step 2: Start and Verify the Consul Cluster State
Step 3: Setup Consul Client Agents on Vault Nodes
Step 4: Configure the Vault Servers
Step 5: Start Vault and Verify the State

-> For the purpose of this guide, we will use the open source software editions of Vault and Consul; however, the setup is the same for Enterprise editions.

Step 1: Setup a Consul Server Cluster

Our Consul servers in this guide will be defined by IP address only, but also referenced by a label:

consul_s1: 10.1.42.101
consul_s2: 10.1.42.102
consul_s3: 10.1.42.103

The Consul binary is presumed to be located in /usr/local/bin/consul, but if your case differs, you can adjust the path references accordingly.

With that in mind, here is a basic Consul server configuration starting point:

{
  "server": true,
  "node_name": "$NODE_NAME",
  "datacenter": "dc1",
  "data_dir": "$CONSUL_DATA_PATH",
  "bind_addr": "0.0.0.0",
  "client_addr": "0.0.0.0",
  "advertise_addr": "$ADVERTISE_ADDR",
  "bootstrap_expect": 3,
  "retry_join": ["$JOIN1", "$JOIN2", "$JOIN3"],
  "ui": true,
  "log_level": "DEBUG",
  "enable_syslog": true,
  "acl_enforce_version_8": false
}

Note that some values contain variable placeholders while the rest have reasonable defaults. You should replace the following values in your own Consul server configuration based on the example:

$NODE_NAME this is a unique label for the node; in our case, this will be consul_s1, consul_s2, and consul_s3 respectively.
$CONSUL_DATA_PATH: absolute path to Consul data directory; ensure that this directory is writable by the Consul process user.
$ADVERTISE_ADDR: set to address that you prefer the Consul servers advertise to the other servers in the cluster and should not be set to 0.0.0.0; for this guide, it should be set to the Consul server’s IP address in each instance of the configuration file, or 10.1.42.101, 10.1.42.102, and 10.1.42.103 respectively.
$JOIN1, $JOIN2, $JOIN3: This example uses the retry_join method of joining the server agents to form a cluster; as such, the values for this guide would be 10.1.42.101, 10.1.42.102, and 10.1.42.103 respectively.

Note that the web user interface is enabled ("ui": true), and Consul will be logging at DEBUG level to the system log ("log_level": "DEBUG"). For the purpose of this guide, the acl_enforce_version_8 is set to false so that we do not need to be concerned with ACLs in this guide. However, you would want to enable ACLs in a production environment and follow the Consul ACL Guide for details.

Create a configuration file for each Vault server and save it as /usr/local/etc/consul/client_agent.json.

`consul_s1.json` Example

{
  "server": true,
  "node_name": "consul_s1",
  "datacenter": "dc1",
  "data_dir": "/var/consul/data",
  "bind_addr": "0.0.0.0",
  "client_addr": "0.0.0.0",
  "advertise_addr": "10.1.42.101",
  "bootstrap_expect": 3,
  "retry_join": ["10.1.42.101", "10.1.42.102", "10.1.42.103"],
  "ui": true,
  "log_level": "DEBUG",
  "enable_syslog": true,
  "acl_enforce_version_8": false
}

`consul_s2.json` Example

{
  "server": true,
  "node_name": "consul_s2",
  "datacenter": "dc1",
  "data_dir": "/var/consul/data",
  "bind_addr": "0.0.0.0",
  "client_addr": "0.0.0.0",
  "advertise_addr": "10.1.42.102",
  "bootstrap_expect": 3,
  "retry_join": ["10.1.42.101", "10.1.42.102", "10.1.42.103"],
  "ui": true,
  "log_level": "DEBUG",
  "enable_syslog": true,
  "acl_enforce_version_8": false
}

`consul_s3.json` Example

{
  "server": true,
  "node_name": "consul_s3",
  "datacenter": "dc1",
  "data_dir": "/var/consul/data",
  "bind_addr": "0.0.0.0",
  "client_addr": "0.0.0.0",
  "advertise_addr": "10.1.42.103",
  "bootstrap_expect": 3,
  "retry_join": ["10.1.42.101", "10.1.42.102", "10.1.42.103"],
  "ui": true,
  "log_level": "DEBUG",
  "enable_syslog": true,
  "acl_enforce_version_8": false
}

Consul Server `systemd` Unit file

You have Consul binaries and a reasonably basic configuration and now you just need to start Consul on each server instance; systemd is popular in most contemporary Linux distributions, so with that in mind, here is an example systemd unit file:

### BEGIN INIT INFO
# Provides:          consul
# Required-Start:    $local_fs $remote_fs
# Required-Stop:     $local_fs $remote_fs
# Default-Start:     2 3 4 5
# Default-Stop:      0 1 6
# Short-Description: Consul agent
# Description:       Consul service discovery framework
### END INIT INFO

[Unit]
Description=Consul server agent
Requires=network-online.target
After=network-online.target

[Service]
User=consul
Group=consul
PIDFile=/var/run/consul/consul.pid
PermissionsStartOnly=true
ExecStartPre=-/bin/mkdir -p /var/run/consul
ExecStartPre=/bin/chown -R consul:consul /var/run/consul
ExecStart=/usr/local/bin/consul agent \
    -config-file=/usr/local/etc/consul/server_agent.json \
    -pid-file=/var/run/consul/consul.pid
ExecReload=/bin/kill -HUP $MAINPID
KillMode=process
KillSignal=SIGTERM
Restart=on-failure
RestartSec=42s

[Install]
WantedBy=multi-user.target

Note that you might be interested in changing the values of the following depending on style, file system hierarchy standard adherence level, and so on:

-config-file
-pid-file

Once the unit file is defined and saved (e.g. /etc/systemd/system/consul.service), be sure to perform a systemctl daemon-reload and then you can start your Consul service on each server.

Step 2: Start and Verify the Consul Cluster State

Be sure that the ownership and permissions are correct on the directory you specified for the value of data_dir, and then start the Consul service on each system and verify the status:

$ sudo systemctl start consul
$ sudo systemctl status consul
● consul.service - Consul server agent
   Loaded: loaded (/etc/systemd/system/consul.service; enabled; vendor preset: enabled)
   Active: active (running) since Mon 2018-03-19 17:33:14 UTC; 24h ago
 Main PID: 2068 (consul)
    Tasks: 13
   Memory: 13.6M
      CPU: 0m 52.784s
   CGroup: /system.slice/consul.service
           └─2068 /usr/local/bin/consul agent -config-file=/usr/local/etc/consul/server_agent.json -pid-file=/var/run/consul/consul.pid

After starting all Consul server agents, let’s check the Consul cluster status:

$consul members
Node       Address           Status  Type    Build  Protocol  DC    Segment
consul_s1  10.1.42.101:8301  alive   server  1.0.6  2         dc1   <all>
consul_s2  10.1.42.102:8301  alive   server  1.0.6  2         dc1   <all>
consul_s3  10.1.42.103:8301  alive   server  1.0.6  2         dc1   <all>

The cluster looks good and all 3 servers are shown; let’s make sure we have a leader before proceeding:

$consul operator raft list-peers
Node                   ID                                    Address           State     Voter  RaftProtocol
consul_s2              536b721f-645d-544a-c10d-85c2ca24e4e4  10.1.42.102:8300  follower  true   3
consul_s1              e10ba554-a4f9-6a8c-f662-81c8bb2a04f5  10.1.42.101:8300  follower  true   3
consul_s3              56370ec8-da25-e7dc-dfc6-bf5f27978a7a  10.1.42.103:8300  leader    true   3

The above output shows that consul_s3 is the current cluster leader in this example. Now, you are good to move on to the Vault server configuration.

Step 3: Setup Consul Client Agents on Vault Nodes

The Vault server nodes require both the Consul and Vault binaries on each node. Consul will be configured as a client agent and Vault will be configured as a server.

Consul Client Agent Configuration

Since Consul is used to provide a highly available storage backend, you need to configure local Consul client agents on the Vault servers which will communicate with the Consul server cluster for registering health checks, service discovery, and cluster HA failover coordination (cluster leadership).

~> Note that it is not recommended to connect the Vault servers directly to the Consul servers.

The Consul client agents will be using the same address as the Vault servers for network communication to the Consul server cluster, but they will be binding the client_address only to the loopback interface such that Vault can connect to it over the loopback interface.

Here is the example configuration for the Consul client agent:

{
  "server": false,
  "datacenter": "dc1",
  "node_name": "$NODE_NAME",
  "data_dir": "$CONSUL_DATA_PATH",
  "bind_addr": "$BIND_ADDR",
  "client_addr": "127.0.0.1",
  "retry_join": ["$JOIN1", "$JOIN2", "$JOIN3"],
  "log_level": "DEBUG",
  "enable_syslog": true,
  "acl_enforce_version_8": false
}

Similar to what you have done in Step 1, replace the following values in your own Consul client agent configuration accordingly:

$NODE_NAME this is a unique label for the node; in our case, this will be consul_c1 and consul_c2 respectively.
$CONSUL_DATA_PATH: absolute path to Consul data directory; ensure that this directory is writable by the Consul process user.
$BIND_ADDR: this should be set to address that you prefer the Consul servers advertise to the other servers in the cluster and should not be set to 0.0.0.0; for this guide, it should be set to the Vault server’s IP address in each instance of the configuration file, or 10.1.42.201 and 10.1.42.202 respectively.
$JOIN1, $JOIN2, $JOIN3: This example uses the retry_join method of joining the server agents to form a cluster; as such, the values for this guide would be 10.1.42.101, 10.1.42.102, and 10.1.42.103 respectively.

Create a configuration file for each Vault server and save it as /usr/local/etc/consul/client_agent.json.

`consul_c1.json` Example

{
  "server": false,
  "datacenter": "dc1",
  "node_name": "consul_c1",
  "data_dir": "/var/consul/data",
  "bind_addr": "10.1.42.201",
  "client_addr": "127.0.0.1",
  "retry_join": ["10.1.42.101", "10.1.42.102", "10.1.42.103"],
  "log_level": "DEBUG",
  "enable_syslog": true,
  "acl_enforce_version_8": false
}

`consul_c2.json` Example

{
  "server": false,
  "datacenter": "dc1",
  "node_name": "consul_c2",
  "data_dir": "/var/consul/data",
  "bind_addr": "10.1.42.202",
  "client_addr": "127.0.0.1",
  "retry_join": ["10.1.42.101", "10.1.42.102", "10.1.42.103"],
  "log_level": "DEBUG",
  "enable_syslog": true,
  "acl_enforce_version_8": false
}

Consul Server `systemd` Unit file

You have Consul binaries and a reasonably basic client agent configuration and now you just need to start Consul on each of the Vault server instances. Here is an example systemd unit file:

### BEGIN INIT INFO
# Provides:          consul
# Required-Start:    $local_fs $remote_fs
# Required-Stop:     $local_fs $remote_fs
# Default-Start:     2 3 4 5
# Default-Stop:      0 1 6
# Short-Description: Consul agent
# Description:       Consul service discovery framework
### END INIT INFO

[Unit]
Description=Consul client agent
Requires=network-online.target
After=network-online.target

[Service]
User=consul
Group=consul
PIDFile=/var/run/consul/consul.pid
PermissionsStartOnly=true
ExecStartPre=-/bin/mkdir -p /var/run/consul
ExecStartPre=/bin/chown -R consul:consul /var/run/consul
ExecStart=/usr/local/bin/consul agent \
    -config-file=/usr/local/etc/consul/client_agent.json \
    -pid-file=/var/run/consul/consul.pid
ExecReload=/bin/kill -HUP $MAINPID
KillMode=process
KillSignal=SIGTERM
Restart=on-failure
RestartSec=42s

[Install]
WantedBy=multi-user.target

Change the following values as necessary:

-config-file
-pid-file

Once the unit file is defined and saved (e.g. /etc/systemd/system/consul.service), be sure to perform a systemctl daemon-reload and then you can start your Consul service on each Vault server.

Start the Consul and verify its cluster state to be sure that the ownership and permissions are correct on the directory you specified for the value of data_dir, and then start the Consul service on each system and verify the status:

$ sudo systemctl start consul
$ sudo systemctl status consul
● consul.service - Consul client agent
   Loaded: loaded (/etc/systemd/system/consul.service; enabled; vendor preset: enabled)
   Active: active (running) since Tue 2018-03-20 19:36:49 UTC; 6s ago
 Main PID: 23758 (consul)
    Tasks: 11
   Memory: 9.8M
      CPU: 571ms
   CGroup: /system.slice/consul.service
           └─23758 /usr/local/bin/consul agent -config-file=/usr/local/etc/consul/client_agent.json -pid-file=/var/run/consul/consul.pid

After starting all Consul client agents, check the Consul cluster status:

$consul members
Node        Address           Status  Type    Build  Protocol  DC    Segment
consul_s1   10.1.42.101:8301  alive   server  1.0.6  2         dc1   <all>
consul_s2   10.1.42.102:8301  alive   server  1.0.6  2         dc1   <all>
consul_s3   10.1.42.103:8301  alive   server  1.0.6  2         dc1   <all>
consul_c1   10.1.42.201:8301  alive   client  1.0.6  2         arus  <default>
consul_c2   10.1.42.202:8301  alive   client  1.0.6  2         arus  <default>

The above output shows 3 Consul server agents and 2 Consul client agents in the cluster. Now, you are ready to configure the Vault servers.

Step 4: Configure the Vault Servers

Now that we have a Consul cluster consisting of 3 servers and 2 client agents for our Vault servers, let’s get the configuration for Vault and a startup script together so that we can bootstrap the Vault HA setup.

Our Vault servers in this guide are defined by IP address only, but referenced by a label as well:

vault_s1: 10.1.42.201
vault_s2: 10.1.42.202

In our configuration file, we'll set up the following:

This section assumes the Vault binary is located at /usr/local/bin/vault

Vault Configuration

listener "tcp" {
  address          = "0.0.0.0:8200"
  cluster_address  = "0.0.0.0:8201"
  tls_disable      = "true"
}

storage "consul" {
  address = "127.0.0.1:8500"
  path    = "vault/"
}

api_addr =  "$API_ADDR"
cluster_addr = "$CLUSTER_ADDR"

We're setting the following parameters for our tcp listener:

address (string: "127.0.0.1:8200") – Specifies the address to bind to for listening.
cluster_address (string: "127.0.0.1:8201") – Specifies the address to bind to for cluster server-to-server requests. This defaults to one port higher than the value of address. This does not usually need to be set, but can be useful in case Vault servers are isolated from each other in such a way that they need to hop through a TCP load balancer or some other scheme in order to talk.

This configuration allows for listening on all interfaces (such that a Vault command against the loopback address would succeed, for example).

We're also explicitly setting Vault's HA parameters (api_addr and cluster_addr). Often, it's not necessary to configure these two parameters when using Consul as Vault's storage backend, as Consul will attempt to automatically discover and advertise the address of the active Vault node. However, certain cluster configurations might require them to be explicitly set (accesing Vault through a load balancer, for example).

For the sake of simplicity, we will assume that clients in our scenario connect directly to the Vault nodes (rather than through a load balancer). Review the Client Redirection documentation for more information on client access patterns and their implications.

Note that some values contain variable placeholders while the rest have reasonable defaults. You should replace the following values in your own Vault server configuration based on the example:

$API_ADDR: Specifies the address (full URL) to advertise to other Vault servers in the cluster for client redirection. This can also be provided via the environment variable VAULT_API_ADDR. In general this should be set to a full URL that points to the value of the listener address. In our scenario, it will be http://10.1.42.201:8200 and http://10.1.42.202:8200 respectively.
$CLUSTER_ADDR: Specifies the address to advertise to other Vault servers in the cluster for request forwarding. This can also be provided via the environment variable VAULT_CLUSTER_ADDR. This is a full URL, like api_addr. In our scenario, it will be https://10.1.42.201:8201 and https://10.1.42.202:8201 respectively.

Note that the scheme here (https) is ignored; all cluster members will always use TLS with a private key/certificate.

`vault_s1.hcl` Example

listener "tcp" {
  address          = "0.0.0.0:8200"
  cluster_address  = "10.1.42.201:8201"
  tls_disable      = "true"
}

storage "consul" {
  address = "127.0.0.1:8500"
  path    = "vault/"
}

api_addr = "http://10.1.42.201:8200"
cluster_addr = "https://10.1.42.201:8201"

`vault_s2.hcl` Example

listener "tcp" {
  address          = "0.0.0.0:8200"
  cluster_address  = "10.1.42.202:8201"
  tls_disable      = "true"
}

storage "consul" {
  address = "127.0.0.1:8500"
  path    = "vault/"
}

api_addr = "http://10.1.42.202:8200"
cluster_addr = "https://10.1.42.202:8201"

Vault Server `systemd` Unit file

You have Vault binaries and a reasonably basic configuration along with local client agents configured. Now, you just need to start Vault on each server instance. Here is an example systemd unit file:

### BEGIN INIT INFO
# Provides:          vault
# Required-Start:    $local_fs $remote_fs
# Required-Stop:     $local_fs $remote_fs
# Default-Start:     2 3 4 5
# Default-Stop:      0 1 6
# Short-Description: Vault server
# Description:       Vault secret management tool
### END INIT INFO

[Unit]
Description=Vault secret management tool
Requires=network-online.target
After=network-online.target

[Service]
User=vault
Group=vault
PIDFile=/var/run/vault/vault.pid
ExecStart=/usr/local/bin/vault server -config=/etc/vault/vault_server.hcl -log-level=debug
ExecReload=/bin/kill -HUP $MAINPID
KillMode=process
KillSignal=SIGTERM
Restart=on-failure
RestartSec=42s
LimitMEMLOCK=infinity

[Install]
WantedBy=multi-user.target

Note that you might be interested in changing the values of the following depending on style, file system hierarchy standard adherence level, and so on:

-config
-log-level

Once the unit file is defined and saved as e.g. /etc/systemd/system/vault.service, be sure to perform a systemctl daemon-reload and then you can start your Vault service on each server.

Step 5: Start Vault and Verify the State

Start the Vault service on each system and verify the status:

$ sudo systemctl start vault
$ sudo systemctl status vault
● vault.service - Vault secret management tool
   Loaded: loaded (/etc/systemd/system/vault.service; enabled; vendor preset: enabled)
   Active: active (running) since Tue 2018-03-20 20:42:10 UTC; 42s ago
 Main PID: 2080 (vault)
    Tasks: 12
   Memory: 71.7M
      CPU: 50s
   CGroup: /system.slice/vault.service
           └─2080 /usr/local/bin/vault server -config=/home/ubuntu/vault_nano/config/vault_server.hcl -log-level=debu

Now you’ll need to move on to initializing and unsealing each Vault instance.

Once that is done, check Vault status on each of the servers.

The active Vault server:

$ vault status
Key             Value
---             -----
Seal Type       shamir
Sealed          false
Total Shares    5
Threshold       3
Version         0.9.5
Cluster Name    vault
Cluster ID      0ee91bd1-55ec-c84f-3c1d-dcc7f4f644a8
HA Enabled      true
HA Cluster      https://10.1.42.201:8201
HA Mode         active

The standby Vault server:

vault status
Key                     Value
---                     -----
Seal Type               shamir
Sealed                  false
Total Shares            5
Threshold               3
Version                 0.9.5
Cluster Name            vaultron
Cluster ID              0ee91bd1-55ec-c84f-3c1d-dcc7f4f644a8
HA Enabled              true
HA Cluster              https://10.1.42.201:8201
HA Mode                 standby
Active Node Address:    http://10.1.42.201:8200

Vault servers are now operational in HA mode at this point, and you should be able to write a secret from either the active or the standby Vault instance and see it succeed as a test of request forwarding. Also, you can shut down the active instance (sudo systemctl stop vault) to simulate a system failure and see the standby instance assumes the leadership.

Next steps

Read Production Hardening to learn best practices for a production hardening deployment of Vault.

25 KiB Raw Blame History Unescape Escape

Vault High Availability (HA)

Reference Materials

Estimated Time to Complete

Prerequisites

Steps

Reference Diagram

Step 1: Setup a Consul Server Cluster

consul_s1.json Example

consul_s2.json Example

consul_s3.json Example

Consul Server systemd Unit file

Step 2: Start and Verify the Consul Cluster State

Step 3: Setup Consul Client Agents on Vault Nodes

Consul Client Agent Configuration

consul_c1.json Example

consul_c2.json Example

Consul Server systemd Unit file

Step 4: Configure the Vault Servers

Vault Configuration

vault_s1.hcl Example

vault_s2.hcl Example

Vault Server systemd Unit file

Step 5: Start Vault and Verify the State

Next steps

25 KiB

Raw Blame History

`consul_s1.json` Example

`consul_s2.json` Example

`consul_s3.json` Example

Consul Server `systemd` Unit file

`consul_c1.json` Example

`consul_c2.json` Example

Consul Server `systemd` Unit file

`vault_s1.hcl` Example

`vault_s2.hcl` Example

Vault Server `systemd` Unit file