Merge pull request #1480 from akhilmhdh/docs/rotation-doc-update

docs: improved secret rotation documentation with better understanding
This commit is contained in:
Maidul Islam
2024-03-21 11:17:19 -04:00
committed by GitHub
8 changed files with 232 additions and 69 deletions

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---
title: "MySQL/MariaDB"
description: "Rotated database user password of a MySQL or MariaDB"
description: "How to rotate MySQL/MariaDB database user passwords"
---
Infisical will update periodically the provided database user's password.
The Infisical MySQL secret rotation allows you to automatically rotate your MySQL database user's password at a predefined interval.
<Warning>
At present Infisical do require access to your database. We will soon be released Infisical agent based rotation which would help you rotate without direct database access from Infisical cloud.
</Warning>
## Working
## Prerequisite
1. User's has to create the two user's for Infisical to rotate and provide them required database access
2. Infisical will connect with your database with admin access
3. If last rotated one was username1, then username2 is chosen to be rotated
5. Update it's password with random value
6. After testing it gets saved to the provided secret mapping
1. Create two users with the required permission in your MySQL instance. We'll refer to them as `user-a` and `user-b`.
2. Create another MySQL user with just the permission to update the passwords of `user-a` and `user-b`. We'll refer to this user as the `admin` user.
To learn more about MySQL permission system, please visit this [documentation](https://dev.mysql.com/doc/refman/8.0/en/privileges-provided.html).
## How it works
1. Infisical connects to your database using the provided `admin` user account.
2. A random value is generated and the password for `user-a` is updated with the new value.
3. The new password is then tested by logging into the database
4. If test is success, it's saved to the output secret mappings so that rest of the system gets the newly rotated value(s).
5. The process is then repeated for `user-b` on the next rotation.
6. The cycle repeats until secret rotation is deleted/stopped.
## Rotation Configuration
1. Head over to Secret Rotation configuration page of your project by clicking on side bar `Secret Rotation`
2. Click on `MySQL`
3. Provide the inputs
- Admin Username: DB admin username
- Admin Password: DB admin password
- Host: DB host
- Port: DB port(number)
- Username1: The first username in two to rotate
- Username2: The second username in two to rotate
- CA: Certificate to connect with database(string)
4. Final step
- Select `Environment`, `Secret Path` and `Interval` to rotate the secrets
- Finally select the secrets in your provided board to replace with new secret after each rotation
- Your done and good to go.
<Steps>
<Step title="Open Secret Rotation Page">
Head over to Secret Rotation configuration page of your project by clicking on `Secret Rotation` in the left side bar
</Step>
<Step title="Click on MySQL card" />
<Step title="Provide the inputs">
<ParamField path="Admin Username" type="string" required>
Rotator admin username
</ParamField>
Congrats. You have 10x your MySQL/MariaDB access security.
<ParamField path="Admin password" type="string" required>
Rotator admin password
</ParamField>
<ParamField path="Host" type="string" required>
Database host url
</ParamField>
<ParamField path="Port" type="number" required>
Database port number
</ParamField>
<ParamField path="Username1" type="string" required>
The first username of two to rotate - `user-a`
</ParamField>
<ParamField path="Username2" type="string" required>
The second username of two to rotate - `user-b`
</ParamField>
<ParamField path="CA" type="string">
Optional database certificate to connect with database
</ParamField>
</Step>
<Step title="Configure the output secret mapping">
When a secret rotation is successful, the updated values needs to be saved to an existing key(s) in your project.
<ParamField path="Environment" type="string" required>
The environment where the rotated credentials should be mapped to.
</ParamField>
<ParamField path="Secret Path" type="string" required>
The secret path where the rotated credentials should be mapped to.
</ParamField>
<ParamField path="Interval" type="number" required>
What interval should the credentials be rotated in days.
</ParamField>
<ParamField path="DB USERNAME" type="string" required>
Select an existing secret key where the rotated database username value should be saved to.
</ParamField>
<ParamField path="DB PASSWORD" type="string" required>
Select an existing select key where the rotated database password value should be saved to.
</ParamField>
</Step>
</Steps>
## FAQ
<AccordionGroup>
<Accordion title="Why can't we delete the other user when rotating?">
When a system has multiple nodes by horizontal scaling, redeployment doesn't happen instantly.
This means that when the secrets are rotated, and the redeployment is triggered, the existing system will still be using the old credentials until the change rolls out.
To avoid causing failure for them, the old credentials are not removed. Instead, in the next rotation, the previous user's credentials are updated.
</Accordion>
<Accordion title="Why do you need root user account?">
The admin account is used by Infisical to update the credentials for `user-a` and `user-b`.
You don't need to grant all permission for your admin account but rather just the permissions to update both of the user's passwords.
</Accordion>
</AccordionGroup>

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---
title: "PostgreSQL/CockroachDB"
description: "Rotated database user password of a PostgreSQL or Cockroach DB"
description: "How to rotate postgreSQL/cockroach database user passwords"
---
Infisical will update periodically the provided database user's password.
The Infisical Postgres secret rotation allows you to automatically rotate your Postgres database user's password at a predefined interval.
## Working
1. User's has to create the two user's for Infisical to rotate and provide them required database access.
2. Infisical will connect with your database with admin access.
3. If last rotated one was username1, then username2 is chosen to be rotated.
5. Update it's password with random value.
6. After testing it gets saved to the provided secret mapping.
## Prerequisite
1. Create two users with the required permission in your PostgreSQL instance. We'll refer to them as `user-a` and `user-b`.
2. Create another PostgreSQL user with just the permission to update the passwords of `user-a` and `user-b`. We'll refer to this user as the `admin` user.
To learn more about Postgres permission system, please visit this [documentation](https://www.postgresql.org/docs/9.1/sql-grant.html).
## How it works
1. Infisical connects to your database using the provided `admin` user account.
2. A random value is generated and the password for `user-a` is updated with the new value.
3. The new password is then tested by logging into the database
4. If test is success, it's saved to the output secret mappings so that rest of the system gets the newly rotated value(s).
5. The process is then repeated for `user-b` on the next rotation.
6. The cycle repeats until secret rotation is deleted/stopped.
## Rotation Configuration
1. Head over to Secret Rotation configuration page of your project by clicking on side bar `Secret Rotation`
2. Click on `PostgreSQL`
3. Provide the inputs
- Admin Username: DB admin username
- Admin Password: DB admin password
- Host: DB host
- Port: DB port(number)
- Username1: The first username in two to rotate
- Username2: The second username in two to rotate
- CA: Certificate to connect with database(string)
4. Final step
- Select `Environment`, `Secret Path` and `Interval` to rotate the secrets
- Finally select the secrets in your provided board to replace with new secret after each rotation
- Your done and good to go.
<Steps>
<Step title="Open Secret Rotation Page">
Head over to Secret Rotation configuration page of your project by clicking on `Secret Rotation` in the left side bar
</Step>
<Step title="Click on PostgresSQL card" />
Congratulations. You have improved your PostgreSQL/CockroachDB access security.
<Step title="Provide the inputs">
<ParamField path="Admin Username" type="string" required="true">
Rotator admin username
</ParamField>
<ParamField path="Admin password" type="string" required="true">
Rotator admin password
</ParamField>
<ParamField path="Host" type="string" required="true">
Database host url
</ParamField>
<ParamField path="Port" type="number" required="true">
Database port number
</ParamField>
<ParamField path="Username1" type="string" required="true">
The first username of two to rotate - `user-a`
</ParamField>
<ParamField path="Username2" type="string" required="true">
The second username of two to rotate - `user-b`
</ParamField>
<ParamField path="CA" type="string" optional>
Optional database certificate to connect with database
</ParamField>
</Step>
<Step title="Configure the output secret mapping">
When a secret rotation is successful, the updated values needs to be saved to an existing key(s) in your project.
<ParamField path="Environment" type="string" required>
The environment where the rotated credentials should be mapped to.
</ParamField>
<ParamField path="Secret Path" type="string" required>
The secret path where the rotated credentials should be mapped to.
</ParamField>
<ParamField path="Interval" type="number" required>
What interval should the credentials be rotated in days.
</ParamField>
<ParamField path="DB USERNAME" type="string" required>
Select an existing secret key where the rotated database username value should be saved to.
</ParamField>
<ParamField path="DB PASSWORD" type="string" required>
Select an existing select key where the rotated database password value should be saved to.
</ParamField>
</Step>
</Steps>
## FAQ
<AccordionGroup>
<Accordion title="Why can't we delete the other user when rotating?">
When a system has multiple nodes by horizontal scaling, redeployment doesn't happen instantly.
This means that when the secrets are rotated, and the redeployment is triggered, the existing system will still be using the old credentials until the change rolls out.
To avoid causing failure for them, the old credentials are not removed. Instead, in the next rotation, the previous user's credentials are updated.
</Accordion>
<Accordion title="Why do you need root user account?">
The admin account is used by Infisical to update the credentials for `user-a` and `user-b`.
You don't need to grant all permission for your admin account but rather just the permissions to update both of the user's passwords.
</Accordion>
</AccordionGroup>

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---
title: "Twilio SendGrid"
description: "Rotate Twilio SendGrid API keys"
description: "How to rotate Twilio SendGrid API keys"
---
Twilio SendGrid is a cloud-based email delivery platform that helps businesses send transactional and marketing emails.
It uses an API key to do various operations. Using Infisical you can easily dynamically change the keys.
Eliminate the use of long lived secrets by rotating Twilio SendGrid API keys with Infisical.
## Working
## Prerequisite
1. Infisical will need an admin token of SendGrid to create API keys dynamically.
2. Using the given admin token and scope by user Infisical will create and rotate API keys periodically
3. Under the hood infisical uses [SendGrid API](https://docs.sendgrid.com/api-reference/api-keys/create-api-keys)
You will need a valid SendGrid admin key with the necessary scope to create additional API keys.
Follow the [SendGrid Docs to create an admin api key](https://docs.sendgrid.com/ui/account-and-settings/api-keys)
## How it works
Using the provided admin API key, Infisical will attempt to create child API keys with the specified permissions.
New keys will ge generated every time a rotation occurs. Behind the scenes, Infisical uses the [SendGrid API](https://docs.sendgrid.com/api-reference/api-keys/create-api-keys) to generate new API keys.
## Rotation Configuration
1. Head over to Secret Rotation configuration page of your project by clicking on side bar `Secret Rotation`
2. Click on `Twilio SendGrid Card`
3. Provide the inputs
- Admin API Key:
SendGrid admin key to create lower scoped API keys.
- API Key Scopes
SendGrid generated API Key's scopes. For more info refer [this doc](https://docs.sendgrid.com/api-reference/api-key-permissions/api-key-permissions)
<Steps>
<Step title="Open Secret Rotation Page">
Head over to Secret Rotation configuration page of your project by clicking on `Secret Rotation` in the left side bar
</Step>
<Step title="Click on Twilio SendGrid Card" />
<Step title="Provide the inputs">
<ParamField path="Admin API Key" type="string" required>
SendGrid admin API key with permission to create child scoped API keys.
</ParamField>
4. Final step
- Select `Environment`, `Secret Path` and `Interval` to rotate the secrets
- Finally select the secrets in your provided board to replace with new secret after each rotation
- Your done and good to go.
Now your output mapped secret value will be replaced periodically by SendGrid.
<ParamField path="Admin API Key" type="array" required>
The permissions that the newly generated API keys will have. To view possible permissions, visit [this documentation](https://docs.sendgrid.com/api-reference/api-key-permissions/api-key-permissions).
Permissions must be entered as a list of strings.
Example: `["user.profile.read", "user.profile.update"]`
</ParamField>
</Step>
<Step title="Configure the output secret mapping">
When a secret rotation is successful, the updated values needs to be saved to an existing key(s) in your project.
<ParamField path="Environment" type="string" required>
The environment where the rotated credentials should be mapped to.
</ParamField>
<ParamField path="Secret Path" type="string" required>
The secret path where the rotated credentials should be mapped to.
</ParamField>
<ParamField path="Interval" type="number" required>
What interval should the credentials be rotated in days.
</ParamField>
<ParamField path="API KEY" type="string" required>
Select an existing select key where the newly rotated API key will get saved to.
</ParamField>
</Step>
</Steps>
Now your output mapped secret value will be replaced periodically by SendGrid.

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