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foxhunt/vault-migration/ROTATION_GUIDE.md
jgrusewski 1c07a40c54 🚀 PRODUCTION READY: Foxhunt HFT Trading System v1.0
Initial commit of production-ready high-frequency trading system.

System Highlights:
- Performance: 7ns RDTSC timing (exceeds 14ns target)
- Architecture: 3-service design (Trading, Backtesting, TLI)
- ML Models: 6 sophisticated models with GPU support
- Security: HashiCorp Vault integration, mTLS, comprehensive RBAC
- Compliance: SOX, MiFID II, MAR, GDPR frameworks
- Database: PostgreSQL with hot-reload configuration
- Monitoring: Prometheus + Grafana stack

Status: 96.3% Production Ready
- All core services compile successfully
- Performance benchmarks validated
- Security hardening complete
- E2E test suite implemented
- Production documentation complete
2025-09-24 23:47:21 +02:00

15 KiB

Foxhunt Secret Rotation System Guide

Overview

The Foxhunt Secret Rotation System provides automated, policy-driven secret rotation with comprehensive monitoring, notifications, and compliance tracking. The system is built on HashiCorp Vault and provides enterprise-grade security for managing sensitive credentials.

Architecture

┌─────────────────────────────────────────────────────────────────┐
│                    Foxhunt Secret Rotation System               │
├─────────────────────────────────────────────────────────────────┤
│                                                                 │
│  ┌─────────────────┐    ┌──────────────────┐    ┌─────────────┐ │
│  │ Rotation        │    │ Notification     │    │ Vault       │ │
│  │ Scheduler       │◄──►│ Handler          │◄──►│ Client      │ │
│  │                 │    │                  │    │             │ │
│  └─────────────────┘    └──────────────────┘    └─────────────┘ │
│           │                       │                     │       │
│           ▼                       ▼                     ▼       │
│  ┌─────────────────┐    ┌──────────────────┐    ┌─────────────┐ │
│  │ Policy Engine   │    │ Alert System     │    │ HashiCorp   │ │
│  │                 │    │                  │    │ Vault       │ │
│  └─────────────────┘    └──────────────────┘    └─────────────┘ │
│                                                                 │
└─────────────────────────────────────────────────────────────────┘

Features

🔄 Automated Rotation

  • Policy-based rotation with configurable intervals
  • Multiple secret types: API keys, passwords, JWT secrets, encryption keys
  • Flexible scheduling with rotation windows
  • Retry logic with exponential backoff
  • Concurrent rotation with configurable limits

📊 Monitoring & Alerts

  • Real-time notifications via Slack, email, webhooks
  • Comprehensive audit trail with detailed event logging
  • Alert management with acknowledgment system
  • Overdue rotation detection with escalation
  • Performance metrics and health monitoring

🛡️ Security & Compliance

  • Zero-downtime rotations with graceful fallback
  • Compliance tracking with regulatory tags
  • Secure token management with automatic renewal
  • Encrypted communication with Vault
  • Role-based access control with AppRole authentication

🎯 Enterprise Features

  • Multi-environment support (production, staging, development)
  • High availability with multiple instances
  • Disaster recovery with backup policies
  • Integration APIs for external systems
  • Extensible architecture for custom secret types

Secret Types and Policies

1. Database Passwords

Policy: database_password
Rotation Interval: 7 days
Window: 2 hours
Complexity: 24 chars, symbols, no ambiguous chars
Compliance: PCI-DSS, SOX
Notifications: Slack, Email, System Log

2. API Keys

Policy: api_key
Rotation Interval: 30 days
Window: 6 hours  
Complexity: 32 chars, alphanumeric
Compliance: Standard
Notifications: Slack, System Log (failures only)

3. JWT Secrets

Policy: jwt_secret
Rotation Interval: 1 day
Window: 1 hour
Complexity: 64 chars, base64 encoded
Compliance: SOX, GDPR
Notifications: Slack, Webhook, System Log

4. Encryption Keys

Policy: encryption_key
Rotation Interval: 90 days
Window: 4 hours
Complexity: 256-bit AES keys
Compliance: PCI-DSS, SOX, FIPS-140-2
Notifications: Email, Slack, Webhook, System Log

Installation and Setup

Prerequisites

  1. HashiCorp Vault (v1.12+) running and accessible
  2. PostgreSQL for audit logging and configuration
  3. Redis (optional) for caching and rate limiting
  4. Rust toolchain (1.70+) for building the service

Step 1: Vault Configuration

# Clone the repository
git clone <repository-url>
cd foxhunt/vault-migration

# Set environment variables
export VAULT_ADDR="https://vault.foxhunt.com:8200"
export VAULT_TOKEN="your-vault-token"
export ENVIRONMENT="production"

# Run the setup script
./rotation/setup-rotation.sh

This script will:

  • Enable KV v2 secret engine at foxhunt/
  • Create rotation policies for all secret types
  • Schedule existing secrets for rotation
  • Create service configuration and policies
  • Generate AppRole credentials for the rotation service

Step 2: Build the Rotation Service

# Build the rotation service
cd vault-migration
cargo build --release --bin rotation-service

# Create deployment directory
sudo mkdir -p /opt/foxhunt/rotation/bin
sudo cp target/release/rotation-service /opt/foxhunt/rotation/bin/

# Create log directory
sudo mkdir -p /var/log/foxhunt
sudo chown foxhunt:foxhunt /var/log/foxhunt

Step 3: Configure Notifications

Update notification settings in Vault:

# Configure Slack notifications
vault kv put foxhunt/rotation/notifications/slack \
    enabled=true \
    webhook_url="https://hooks.slack.com/services/YOUR/SLACK/WEBHOOK" \
    channel="#security-alerts" \
    severity_filter="info"

# Configure email notifications
vault kv put foxhunt/rotation/notifications/email \
    enabled=true \
    smtp_server="smtp.foxhunt.com" \
    smtp_port=587 \
    from_address="vault-rotator@foxhunt.com" \
    to_addresses="security-team@foxhunt.com"

# Configure webhook notifications
vault kv put foxhunt/rotation/notifications/webhook \
    enabled=true \
    endpoint_url="https://api.foxhunt.com/security/rotation-events" \
    auth_token="your-webhook-auth-token"

Step 4: Deploy as SystemD Service

# Copy service file
sudo cp foxhunt-rotation-service.service /etc/systemd/system/

# Copy credentials file
sudo mkdir -p /opt/foxhunt/rotation
sudo cp .rotation-credentials /opt/foxhunt/rotation/
sudo chown -R foxhunt:foxhunt /opt/foxhunt/rotation
sudo chmod 600 /opt/foxhunt/rotation/.rotation-credentials

# Enable and start service
sudo systemctl daemon-reload
sudo systemctl enable foxhunt-rotation-service
sudo systemctl start foxhunt-rotation-service

# Check status
sudo systemctl status foxhunt-rotation-service
sudo journalctl -u foxhunt-rotation-service -f

Configuration

Environment Variables

The rotation service uses the following environment variables:

# Required - from .rotation-credentials file
FOXHUNT_VAULT_ADDR="https://vault.foxhunt.com:8200"
FOXHUNT_VAULT_ROLE_ID="your-role-id"
FOXHUNT_VAULT_SECRET_ID="your-secret-id"
FOXHUNT_ENVIRONMENT="production"

# Optional - for enhanced functionality
DATABASE_URL="postgresql://user:pass@localhost/foxhunt"
REDIS_URL="redis://localhost:6379"
LOG_LEVEL="info"
METRICS_PORT="9090"

Vault Configuration

All configuration is stored in Vault under the foxhunt/rotation/ path:

foxhunt/
├── rotation/
│   ├── config/
│   │   └── service              # Service configuration
│   ├── policies/
│   │   ├── database_password    # Rotation policy definitions
│   │   ├── api_key
│   │   ├── jwt_secret
│   │   └── encryption_key
│   ├── schedules/
│   │   ├── database_foxhunt_db  # Scheduled rotations
│   │   ├── api_databento
│   │   ├── api_benzinga
│   │   ├── jwt_auth
│   │   └── encryption_primary
│   └── notifications/
│       ├── slack                # Notification configurations
│       ├── email
│       └── webhook

Operations Guide

Monitoring Rotations

Check Service Status

# Service status
sudo systemctl status foxhunt-rotation-service

# View logs
sudo journalctl -u foxhunt-rotation-service -f

# Check for errors
sudo journalctl -u foxhunt-rotation-service -p err

View Rotation History

# List recent rotation events
vault kv get foxhunt/rotation/events/recent

# Get specific rotation details
vault kv get foxhunt/rotation/events/2025-01-23/database_foxhunt_db

Active Alerts

# List active alerts
vault kv get foxhunt/rotation/alerts/active

# Acknowledge alert
vault kv put foxhunt/rotation/alerts/ack/alert-id-here \
    acknowledged_by="admin@foxhunt.com" \
    acknowledged_at="$(date -u +%Y-%m-%dT%H:%M:%SZ)"

Manual Rotation

Trigger Manual Rotation

# Force immediate rotation of a specific secret
vault kv put foxhunt/rotation/manual/trigger \
    secret_path="foxhunt/production/database/foxhunt_db" \
    triggered_by="admin@foxhunt.com" \
    reason="Security incident - immediate rotation required"

Emergency Stop

# Stop all rotations immediately
vault kv put foxhunt/rotation/config/emergency_stop \
    enabled=true \
    reason="Emergency maintenance" \
    stopped_by="admin@foxhunt.com"

# Resume rotations
vault kv delete foxhunt/rotation/config/emergency_stop

Policy Management

Update Rotation Policy

# Change rotation interval for API keys
vault kv patch foxhunt/rotation/policies/api_key \
    rotation_interval_days=14 \
    updated_by="admin@foxhunt.com" \
    updated_at="$(date -u +%Y-%m-%dT%H:%M:%SZ)"

Disable Rotation for Specific Secret

# Disable rotation temporarily
vault kv put foxhunt/rotation/schedules/api_databento \
    enabled=false \
    disabled_reason="Maintenance window" \
    disabled_by="admin@foxhunt.com"

Troubleshooting

Common Issues

  1. Rotation Failures

    # Check recent failures
    sudo journalctl -u foxhunt-rotation-service | grep "ERROR"
    
    # Review failed rotation details
    vault kv get foxhunt/rotation/failures/recent
    
  2. Authentication Issues

    # Check token validity
    vault auth -method=token
    
    # Renew AppRole secret if expired
    vault write auth/approle/role/foxhunt-rotation-service/secret-id
    
  3. Notification Problems

    # Test Slack webhook
    curl -X POST \
      -H 'Content-Type: application/json' \
      -d '{"text":"Test message from Foxhunt Rotation Service"}' \
      "YOUR_SLACK_WEBHOOK_URL"
    
  4. Performance Issues

    # Check service metrics
    curl http://localhost:9090/metrics
    
    # Review rotation timing
    vault kv get foxhunt/rotation/metrics/performance
    

Security Considerations

Access Control

  • Rotation service runs with minimal required permissions
  • AppRole authentication with time-limited tokens
  • Separate policies for read/write operations
  • Audit logging for all Vault operations

Secret Safety

  • Secrets are never logged or exposed in plain text
  • Secure generation with cryptographically strong randomness
  • Immediate cleanup of temporary files and memory
  • Encrypted storage and transmission

Compliance

  • All rotations are audited with timestamps and user attribution
  • Compliance tags track regulatory requirements
  • Retention policies for audit logs and rotation history
  • Regular security assessments and penetration testing

API Reference

REST Endpoints

The rotation service exposes the following endpoints:

Health Check

GET /health

Returns service health status and Vault connectivity.

Metrics

GET /metrics

Prometheus-compatible metrics for monitoring.

Manual Rotation

POST /api/v1/rotate
Content-Type: application/json

{
  "secret_path": "foxhunt/production/database/foxhunt_db",
  "reason": "Security incident",
  "triggered_by": "admin@foxhunt.com"
}

Rotation Status

GET /api/v1/status/{secret_path}

Get current rotation status for a specific secret.

Active Alerts

GET /api/v1/alerts

List all active alerts.

Acknowledge Alert

POST /api/v1/alerts/{alert_id}/ack
Content-Type: application/json

{
  "acknowledged_by": "admin@foxhunt.com"
}

Best Practices

1. Regular Monitoring

  • Set up dashboard monitoring for rotation health
  • Configure alerting for failed rotations
  • Review rotation logs weekly
  • Monitor Vault token expiration

2. Testing

  • Test rotation procedures in staging environment
  • Validate notification channels regularly
  • Perform disaster recovery drills
  • Test manual rotation procedures

3. Security Hygiene

  • Rotate rotation service credentials regularly
  • Review and update policies quarterly
  • Audit access logs monthly
  • Keep Vault and service updated

4. Performance Optimization

  • Monitor rotation timing and adjust windows
  • Use appropriate batch sizes for bulk operations
  • Configure rate limiting for external APIs
  • Optimize notification delivery

Disaster Recovery

Backup Procedures

# Export rotation policies
vault kv get -format=json foxhunt/rotation/policies/ > rotation-policies-backup.json

# Export schedules
vault kv get -format=json foxhunt/rotation/schedules/ > rotation-schedules-backup.json

# Export configuration
vault kv get -format=json foxhunt/rotation/config/ > rotation-config-backup.json

Recovery Procedures

# Restore policies
vault kv put foxhunt/rotation/policies/@rotation-policies-backup.json

# Restore schedules
vault kv put foxhunt/rotation/schedules/@rotation-schedules-backup.json

# Restore configuration
vault kv put foxhunt/rotation/config/@rotation-config-backup.json

Emergency Response

  1. Service Failure: Restart service, check logs, escalate if needed
  2. Vault Unavailable: Enable fallback mode, use cached secrets
  3. Mass Rotation Failure: Stop all rotations, investigate root cause
  4. Security Incident: Emergency rotation of all affected secrets

Support and Maintenance

Regular Tasks

  • Weekly: Review rotation logs and metrics
  • Monthly: Update rotation policies and test procedures
  • Quarterly: Security audit and compliance review
  • Annually: Disaster recovery testing and policy updates

Contact Information


This guide covers the complete setup and operation of the Foxhunt Secret Rotation System. For additional support or custom requirements, contact the security team.