Vault Agent with AWS | Vault

Nearly all requests to Vault must be accompanied by an authentication token. This includes all API requests, as well as via the Vault CLI and other libraries.

Vault provides a number of different authentication methods to assist in delivery of this initial token. If you can securely get the first secret from an originator to a consumer, all subsequent secrets transmitted between this originator and consumer can be authenticated with the trust established by the successful distribution and user of that first secret. Getting the first secret to the consumer, is the secure introduction challenge.

Secure Introduction

To that end, Vault provides integration with native authentication capabilities in various environments, for example: IAM in AWS and Google Cloud, Managed Service Identities in Azure, and Service Accounts in Kubernetes.

»Challenge

Although a number of auth methods are available, the client is still responsible for managing the lifecycle of its Vault tokens. Therefore, the challenge becomes how to enable authentication to Vault and manage the lifecycle of tokens in a standard way without having to write custom logic.

»Solution

Vault Agent provides a number of different helper features, specifically addressing the following challenges:

Automatic authentication
Secure delivery/storage of tokens
Lifecycle management of these tokens (renewal & re-authentication)

NOTE: The Vault Agent Auto-Auth functionality addresses the challenges related to obtaining and managing authentication tokens (secret zero).

The Secure Introduction of Vault Clients introduced three basic approaches: Platform Integration, Trusted Orchestrator, and Vault Agent. This tutorial demonstrates how Vault Agent works.

»Prerequisites

To complete this section of the tutorial, you will need:

Terraform installed
AWS account and associated credentials that allow for the creation of resources.

NOTE: An interactive tutorial is also available to demonstrate the basic working of Vault Agent if you do not have an AWS account to perform the steps described in this tutorial. Click the Show Terminal button to start.

»Provision the Cloud Resources

Clone the demo assets from the hashicorp/vault-guides GitHub repository to perform the steps described in this tutorial.
```
$ git clone https://github.com/hashicorp/vault-guides.git
```
This repository contains supporting content for all of the Vault learn tutorials. The content specific to this tutorial can be found within a sub-directory.

Be sure to set your working directory to where the /identity/vault-agent-demo/terraform-aws folder is located.

$ cd vault-guides/identity/vault-agent-demo/terraform-aws

The working directory should contain the provided Terraform files:

$ tree
.
├── aws.tf
├── iam.tf
├── kms.tf
├── network.tf
├── outputs.tf
├── security-groups.tf
├── templates
│   ├── userdata-vault-client.tpl
│   └── userdata-vault-server.tpl
├── terraform.tfvars.example
├── variables.tf
├── vault-client.tf
├── vault-server.tf
└── versions.tf

1 directory, 13 files

NOTE: The example Terraform in this repository is created for the demo purpose, and not suitable for production use. For production deployment, refer the example Terraform in the /operations/provision-vault folder.

Set an AWS_ACCESS_KEY_ID environment variable to hold your AWS access key ID.
```
$ export AWS_ACCESS_KEY_ID = "<YOUR_AWS_ACCESS_KEY_ID>"
```
Set an AWS_SECRET_ACCESS_KEY environment variable to hold your AWS secret access key.
```
$ export AWS_SECRET_ACCESS_KEY = "<YOUR_AWS_SECRET_ACCESS_KEY>"
```
Create a file named terraform.tfvars and specify the key_name. (You can copy the terraform.tfvars.example file and rename it as terraform.tfvars.)
Example terraform.tfvars:
```
# SSH key name to access EC2 instances (should already exist)
key_name = "vault-test"
```
If you don't have an EC2 key pair, follow the AWS documentation to create one.

Perform a terraform init to pull down the necessary provider resources.

$ terraform init

Initializing provider plugins...
...snipped...
Terraform has been successfully initialized!

Run terraform apply and review the planned actions. Your terminal output should indicate the plan is running and what resources will be created.

$ terraform apply

...snipped...
Plan: 20 to add, 0 to change, 0 to destroy.

Changes to Outputs:
  + endpoints = (known after apply)

Do you want to perform these actions?
  Terraform will perform the actions described above.
  Only 'yes' will be accepted to approve.

  Enter a value: yes

Enter yes to confirm and resume.

When the apply command completes, the Terraform output will display the public IP address to SSH into your Vault server and client instances.

Example output:

Apply complete! Resources: 20 added, 0 changed, 0 destroyed.

Outputs:

endpoints =
Vault Server IP (public):  54.219.129.15
Vault Server IP (private): 10.0.101.50

For example:
  ssh -i vault-test.pem ubuntu@54.219.129.15

Vault Client IP (public):  54.183.212.51
Vault Client IP (private): 10.0.101.209

For example:
  ssh -i vault-test.pem ubuntu@54.183.212.51

»Configure AWS IAM Auth Method

This step should be performed on the Vault Server instance.

In this step, you will configure Vault to allow AWS IAM authentication from specific IAM roles.

SSH into the Vault Server instance.
When you are prompted, enter "yes" to continue.
```
$ ssh -i <path_to_key> ubuntu@<public_ip_of_server>
...
Are you sure you want to continue connecting (yes/no)? yes
```
NOTE: If you received Permissions 0664 for '<key_name>.pem' are too open error, be sure to set the file permission appropriately.
```
$ chmod 600 <key_name>.pem
```

To verify that Vault has been installed, run vault status command and notice that Initialized is false.

$ vault status

Key                      Value
---                      -----
Recovery Seal Type       awskms
Initialized              false
Sealed                   true
Total Recovery Shares    0
Threshold                0
Unseal Progress          0/0
Unseal Nonce             n/a
Version                  1.6.2
Storage Type             consul
HA Enabled               true

Run the vault operator init command to initialize the Vault server:
```
$ vault operator init

...

Initial Root Token: s.20JnHBY66EKTj9zyR6SjTMNq

Success! Vault is initialized
...
```
NOTE: The Vault server is configured to auto-unseal with AWS Key Management Service (KMS); therefore, once the server is initialized, it gets automatically unsealed. To learn how to auto-unseal Vault using AWS KMS, refer to the Auto-unseal using AWS KMS tutorial.
Copy the Initial Root Token value.
Log into Vault using the generated initial root token.
Example:
```
$ vault login s.20JnHBY66EKTj9zyR6SjTMNq
```
Examine and then execute the /home/ubuntu/aws_auth.sh script.
```
$ cat aws_auth.sh
```
This script enables key/value v1 secrets engine at secret and writes some test data at secret/myapp/config. It also creates myapp policy, enables aws auth method and create a role named dev-role-iam.

Execute the script.

$ ./aws_auth.sh

Success! Enabled the kv secrets engine at: secret/
Success! Data written to: secret/myapp/config
Success! Uploaded policy: myapp
Success! Enabled aws auth method at: aws/
Success! Data written to: auth/aws/config/client
Success! Data written to: auth/aws/role/dev-role-iam

Check the myapp policy.

$ vault policy read myapp

path "secret/myapp/*" {
    capabilities = ["read", "list"]
}

Check the secrets written in secret/myapp/config.

$ vault kv get secret/myapp/config

====== Data ======
Key         Value
---         -----
password    suP3rsec(et!
ttl         30s
username    appuser

»Run Vault Agent with Auto-Auth

This step should be performed on the Vault Client instance.

Now, you are going to see how Vault Agent Auto-Auth method works, and write out a token to an arbitrary location on disk. Vault Agent is a client daemon and its Auto-Auth feature allows for easy authentication to Vault.

Vault Agent

NOTE: To run Vault Agent, you need Vault 0.11 or later.

Now, SSH into the Vault Client instance.

Output

When you are prompted, enter "yes" to continue.

$ ssh -i <path_to_key> ubuntu@<public_ip_of_client>
...
Are you sure you want to continue connecting (yes/no)? yes

In the client instance, explore the Vault Agent configuration file (/home/ubuntu/vault-agent.hcl).
```
$ cat vault-agent.hcl

exit_after_auth = true
pid_file = "./pidfile"

auto_auth {
  method "aws" {
      mount_path = "auth/aws"
      config = {
          type = "iam"
          role = "dev-role-iam"
      }
  }

  sink "file" {
      config = {
          path = "/home/ubuntu/vault-token-via-agent"
      }
  }
}

vault {
  address = "http://10.0.101.53:8200"
}
```
The vault block points to the Vault server address. This should match to the private IP address of your Vault server host.
The top level auto_auth block has two configuration entries: method and sinks. In this example, the Auto-Auth is configured to use the aws auth method enabled at the auth/aws path on the Vault server. The Vault Agent will use the dev-role-iam role to authenticate.
The sink block specifies the location on disk where to write tokens. Vault Agent Auto-Auth sink can be configured multiple times if you want Vault Agent to place the token into multiple locations. In this example, the sink is set to /home/ubuntu/vault-token-via-agent.
The exit_after_auth parameter is set to true; therefore, the agent will exit with code 0 after a single successful authentication. The default is false and the agent continues to run and automatically renew the client token for you.
NOTE: For the full details of Vault Agent configuration parameters, refer to the Vault Agent documentation.
Execute the following command to get help:
```
$ vault agent -h
```

Now, you are ready to run the Vault Agent. Execute the following command:

$ vault agent -config=/home/ubuntu/vault-agent.hcl -log-level=debug
==> Vault agent started! Log data will stream in below:

==> Vault agent configuration:

                     Cgo: disabled
               Log Level: debug
                 Version: Vault v1.6.2
             Version Sha: be65a227ef2e80f8588b3b13584b5c0d9238c1d7

2021-01-30T01:45:03.239Z [INFO]  sink.file: creating file sink
2021-01-30T01:45:03.239Z [INFO]  sink.file: file sink configured: path=/home/ubuntu/vault-token-via-agent mode=-rw-r-----
2021-01-30T01:45:03.241Z [INFO]  template.server: starting template server
2021-01-30T01:45:03.241Z [INFO]  template.server: no templates found
2021-01-30T01:45:03.241Z [INFO]  auth.handler: starting auth handler
2021-01-30T01:45:03.241Z [INFO]  auth.handler: authenticating
2021-01-30T01:45:03.241Z [INFO]  sink.server: starting sink server
2021-01-30T01:45:03.273Z [INFO]  auth.handler: authentication successful, sending token to sinks
2021-01-30T01:45:03.273Z [INFO]  auth.handler: starting renewal process
2021-01-30T01:45:03.273Z [INFO]  sink.file: token written: path=/home/ubuntu/vault-token-via-agent
2021-01-30T01:45:03.273Z [INFO]  sink.server: sink server stopped
2021-01-30T01:45:03.273Z [INFO]  sinks finished, exiting
2021-01-30T01:45:03.273Z [INFO]  template.server: template server stopped
2021-01-30T01:45:03.273Z [INFO]  auth.handler: shutdown triggered, stopping lifetime watcher
2021-01-30T01:45:03.273Z [INFO]  auth.handler: auth handler stopped

NOTE: Because the vault-agent.hcl configuration file contained the line exit_after_auth = true, Vault Agent simply authenticated and retrieved a token once, wrote it to the defined sink, and exited. Vault Agent can also run in daemon mode where it will continuously renew the retrieved token, and attempt to re-authenticate if that token becomes invalid. Vault Agent Caching tutorial will demonstrate running Vault Agent as a daemon.

Returned token is written in the /home/ubuntu/vault-token-via-agent file.
```
$ more vault-token-via-agent
s.6Wqj0YNiRngCCf6Cic3dA5Ul
```

Let's try an API call using the token that Vault Agent pulled for us to test:

$ curl --header "X-Vault-Token: $(cat /home/ubuntu/vault-token-via-agent)" \
      $VAULT_ADDR/v1/secret/myapp/config | jq
{
  ...
  "data": {
    "password": "suP3rsec(et!",
    "ttl": "30s",
    "username": "appuser"
  },
  ...
}

»Response Wrap the token

This step should be performed on the Vault Client instance.

It may not be ideal to write the token as a plaintext depending on the firewall around the client instance. Vault Agent supports response-wrapping of the token to provide an additional layer of protection for the token. Tokens can be wrapped by either the auth method or by the sink configuration, with each approach solving for different challenges as described in Response-Wrapping Tokens.

In the client instance, explorer the /home/ubuntu/vault-agent-wrapped.hcl file which supports response-wrapping of the token.

$ cat /home/ubuntu/vault-agent-wrapped.hcl

exit_after_auth = true
pid_file = "./pidfile"

auto_auth {
    method "aws" {
        mount_path = "auth/aws"
        config = {
            type = "iam"
            role = "dev-role-iam"
        }
    }

    sink "file" {
        wrap_ttl = "5m"
        config = {
            path = "/home/ubuntu/vault-token-via-agent"
        }
    }
}

vault {
  address = "http://10.0.101.53:8200"
}

Notice the wrap_ttl parameter in the sink block. This configuration uses the sink method to response-wrap the retrieved tokens.

From the client, run the Vault Agent again and inspect the output:

$ vault agent -config=/home/ubuntu/vault-agent-wrapped.hcl -log-level=debug
==> Vault agent started! Log data will stream in below:

==> Vault agent configuration:

                     Cgo: disabled
               Log Level: debug
                 Version: Vault v1.6.2
             Version Sha: be65a227ef2e80f8588b3b13584b5c0d9238c1d7

2021-01-30T01:46:37.711Z [INFO]  sink.file: creating file sink
2021-01-30T01:46:37.711Z [INFO]  sink.file: file sink configured: path=/home/ubuntu/vault-token-via-agent mode=-rw-r-----
2021-01-30T01:46:37.713Z [INFO]  template.server: starting template server
2021-01-30T01:46:37.713Z [INFO]  template.server: no templates found
2021-01-30T01:46:37.713Z [INFO]  sink.server: starting sink server
2021-01-30T01:46:37.713Z [INFO]  auth.handler: starting auth handler
2021-01-30T01:46:37.713Z [INFO]  auth.handler: authenticating
2021-01-30T01:46:37.747Z [INFO]  auth.handler: authentication successful, sending token to sinks
2021-01-30T01:46:37.747Z [INFO]  auth.handler: starting renewal process
2021-01-30T01:46:37.753Z [INFO]  auth.handler: renewed auth token
2021-01-30T01:46:37.763Z [INFO]  sink.file: token written: path=/home/ubuntu/vault-token-via-agent
2021-01-30T01:46:37.763Z [INFO]  sink.server: sink server stopped
2021-01-30T01:46:37.763Z [INFO]  sinks finished, exiting
2021-01-30T01:46:37.763Z [INFO]  auth.handler: shutdown triggered, stopping lifetime watcher
2021-01-30T01:46:37.763Z [INFO]  auth.handler: auth handler stopped
2021-01-30T01:46:37.763Z [INFO]  template.server: template server stopped

Instead of a token value, you now have a JSON object containing a wrapping token as well as some additional metadata. In order to get to the true token, you need to first perform an unwrap operation.

Unwrap the response-wrapped token and save it to a VAULT_TOKEN env var that other applications can use:

$ export VAULT_TOKEN=$(vault unwrap -field=token $(jq -r '.token' /home/ubuntu/vault-token-via-agent))

View the unwrapped token value.

$ echo $VAULT_TOKEN

s.3VaVYxv0rNgb5JLZBQqS8BXX

Test to make sure that the token has the read permission on secret/myapp/config.
```
$ curl --header "X-Vault-Token: $VAULT_TOKEN" $VAULT_ADDR/v1/secret/myapp/config | jq
```
Notice that the value saved to the VAULT_TOKEN is not the same as the token value in the /home/ubuntu/vault-token-via-agent file. The value in VAULT_TOKEN is the unwrapped token retrieved by Vault Agent.
If you try to unwrap that same value again or wait longer than 5 minutes (wrap_ttl), it will throw an error:
```
$ export VAULT_TOKEN=$(vault unwrap -field=token $(jq -r '.token' /home/ubuntu/vault-token-via-agent))

Error unwrapping: Error making API request.

URL: PUT http://active.vault-va-demo.service.dc1.consul:8200/v1/sys/wrapping/unwrap
Code: 400. Errors:

* wrapping token is not valid or does not exist
```
A response-wrapped token can only be unwrapped once. Additional attempts to unwrap an already-unwrapped token will result in triggering an error.
NOTE: In this tutorial, the basic mechanics of Vault Agent was demonstrated. Read the Additional Discussion section about the next step.

»Clean up

Return to the first terminal where you created the cluster and use Terraform to destroy the cluster.

Destroy the AWS resources provisioned by Terraform.

$ terraform destroy -auto-approve

Delete the state file.

$ rm *tfstate*

»Additional Discussion

In the above examples, you manually ran Vault Agent in order to demonstrate how it works. How you actually integrate Vault Agent into your application deployment workflow will vary with a number of factors. Some questions to ask to help determine appropriate usage:

What is the lifecycle of my application? Is it more ephemeral or long-lived?
What are the lifecycles of my authentication tokens? Are they long-lived and simply need to be renewed over and over to demonstrate liveliness of a service or do you want to enforce periodic re-authentications?
Do I have a number of applications running on my host that each needs their own token? Can I use a native authentication capability (e.g. AWS IAM, K8s, Azure MSI, Google Cloud IAM, etc.)?

The answers to these questions will help you determine if Vault Agent should run as a daemon or as a prerequisite of a service configuration. Take for example the following Systemd service definition for running Nomad:

[Unit]
Description=Nomad Agent
Requires=consul-online.target
After=consul-online.target

[Service]
KillMode=process
KillSignal=SIGINT
Environment=VAULT_ADDR=http://active.vault.service.consul:8200
Environment=VAULT_SKIP_VERIFY=true
ExecStartPre=/usr/local/bin/vault agent -config /etc/vault-agent.d/vault-agent.hcl
ExecStart=/usr/bin/nomad-vault.sh
ExecReload=/bin/kill -HUP $MAINPID
Restart=on-failure
RestartSec=2
StartLimitBurst=3
StartLimitIntervalSec=10
LimitNOFILE=65536

[Install]
WantedBy=multi-user.target

Notice the ExecStartPre directive that runs Vault Agent before the desired service starts. The service startup script expects a Vault token to be set as is demonstrated in the /usr/bin/nomad-vault.sh startup script:

#!/usr/bin/env bash

if [ -f /mnt/ramdisk/token ]; then
  exec env VAULT_TOKEN=$(vault unwrap -field=token $(jq -r '.token' /mnt/ramdisk/token)) \
    /usr/local/bin/nomad agent \
      -config=/etc/nomad.d \
      -vault-tls-skip-verify=true
else
  echo "Nomad service failed due to missing Vault token"
  exit 1
fi

Many applications that expect Vault tokens typically look for a VAULT_TOKEN env var. Here, you're using Vault Agent to obtain a token and write it out to a Ramdisk and as part of the Nomad startup script, you read the response-wrapped token from the Ramdisk and save it to our VAULT_TOKEN env var before actually starting Nomad.

Furthermore, since Vault Agent Auto-Auth only addresses the challenges of obtaining and managing authentication tokens (secret zero), you might want to use helper tools such as Consul Template and Envconsul to obtain secrets stored in Vault (e.g. DB credentials, PKI certificates, AWS access keys, etc.).

»Help and Reference

NOTE: To learn about Vault Agent Caching, refer to the Vault Agent Caching tutorial.

To learn more about the response wrapping feature, refer the following:

Infrastructure

Security

Networking

Applications