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Backing up Vault

You can configure the vault-operator to create backups of the Vault cluster with Velero.

Prerequisites

  • The Velero CLI must be installed on your computer.
  • To create Persistent Volume (PV) snapshots, you need access to an object storage. The following example uses an Amazon S3 bucket called bank-vaults-velero in the Stockholm region.

Install Velero

To configure the vault-operator to create backups of the Vault cluster, complete the following steps.

  1. Install Velero on the target cluster with Helm.

    1. Add the Velero Helm repository:

      helm repo add vmware-tanzu https://vmware-tanzu.github.io/helm-charts
      
    2. Create a namespace for Velero:

      kubectl create namespace velero
      
    3. Install Velero with Restic so you can create PV snapshots as well:

      BUCKET=bank-vaults-velero
      REGION=eu-north-1
      KMS_KEY_ID=alias/bank-vaults-velero
      SECRET_FILE=~/.aws/credentials
      
      helm upgrade --install velero --namespace velero \
                --set "configuration.backupStorageLocation[0].name"=aws \
                --set "configuration.backupStorageLocation[0].provider"=aws \
                --set "configuration.backupStorageLocation[0].bucket"=YOUR_BUCKET_NAME \
                --set "configuration.backupStorageLocation[0].config.region"=${REGION} \
                --set "configuration.backupStorageLocation[0].config.kmsKeyId"=${KMS_KEY_ID} \
                --set "configuration.volumeSnapshotLocation[0].name"=aws \
                --set "configuration.volumeSnapshotLocation[0].provider"=aws \
                --set "configuration.volumeSnapshotLocation[0].config.region"=${REGION} \
                --set "initContainers[0].name"=velero-plugin-for-aws \
                --set "initContainers[0].image"=velero/velero-plugin-for-aws:v1.7.0 \
                --set "initContainers[0].volumeMounts[0].mountPath"=/target \
                --set "initContainers[0].volumeMounts[0].name"=plugins \
                vmware-tanzu/velero
      
  2. Install the vault-operator to the cluster:

    helm upgrade --install vault-operator oci://ghcr.io/bank-vaults/helm-charts/vault-operator
    
    kubectl apply -f operator/deploy/rbac.yaml
    kubectl apply -f operator/deploy/cr-raft.yaml
    

    Note: The Vault CR in cr-raft.yaml has a special flag called veleroEnabled. This is useful for file-based Vault storage backends (file, raft), see the Velero documentation:

      # Add Velero fsfreeze sidecar container and supporting hook annotations to Vault Pods:
      # https://velero.io/docs/v1.2.0/hooks/
      veleroEnabled: true
    
  3. Create a backup with the Velero CLI or with the predefined Velero Backup CR:

    velero backup create --selector vault_cr=vault vault-1
    
    # OR
    
    kubectl apply -f https://raw.githubusercontent.com/bank-vaults/bank-vaults.dev/main/content/docs/operator/backup/backup.yaml
    

    Note: For a daily scheduled backup, see schedule.yaml.

  4. Check that the Velero backup got created successfully:

    velero backup describe --details vault-1
    

    Expected output:

    Name:         vault-1
    Namespace:    velero
    Labels:       velero.io/backup=vault-1
                  velero.io/pv=pvc-6eb4d9c1-25cd-4a28-8868-90fa9d51503a
                  velero.io/storage-location=default
    Annotations:  <none>
    
    Phase:  Completed
    
    Namespaces:
      Included:  *
      Excluded:  <none>
    
    Resources:
      Included:        *
      Excluded:        <none>
      Cluster-scoped:  auto
    
    Label selector:  vault_cr=vault
    
    Storage Location:  default
    
    Snapshot PVs:  auto
    
    TTL:  720h0m0s
    
    Hooks:  <none>
    
    Backup Format Version:  1
    
    Started:    2020-01-29 14:17:41 +0100 CET
    Completed:  2020-01-29 14:17:45 +0100 CET
    
    Expiration:  2020-02-28 14:17:41 +0100 CET
    

Test the backup

  1. To emulate a catastrophe, remove Vault entirely from the cluster:

    kubectl delete vault -l vault_cr=vault
    kubectl delete pvc -l vault_cr=vault
    
  2. Now restore Vault from the backup.

    1. Scale down the vault-operator, so it won’t reconcile during the restore process:

      kubectl scale deployment vault-operator --replicas 0
      
    2. Restore all Vault-related resources from the backup:

      velero restore create --from-backup vault-1
      
    3. Check that the restore has finished properly:

      velero restore get
      NAME                    BACKUP   STATUS      WARNINGS   ERRORS   CREATED                         SELECTOR
      vault1-20200129142409   vault1   Completed   0          0        2020-01-29 14:24:09 +0100 CET   <none>
      
    4. Check that the Vault cluster got actually restored:

      kubectl get pods
      NAME                                READY   STATUS    RESTARTS   AGE
      vault-0                             4/4     Running   0          1m42s
      vault-1                             4/4     Running   0          1m42s
      vault-2                             4/4     Running   0          1m42s
      vault-configurer-5499ff64cb-g75vr   1/1     Running   0          1m42s
      
    5. Scale the operator back after the restore process:

      kubectl scale deployment vault-operator --replicas 1
      
  3. Delete the backup if you don’t wish to keep it anymore:

    velero backup delete vault-1