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secrets_management (1) Versions 1.0.0

A resource provider for global secrets management

cookbook 'secrets_management', '~> 1.0.0', :supermarket
cookbook 'secrets_management', '~> 1.0.0'
knife supermarket install secrets_management
knife supermarket download secrets_management
Quality 83%


A Chef library for global secrets management

This cookbook provides a Ruby library helper to support management of Hashicorp Vault, Chef Vault, and Chef DataBag items. This cookbook does not include resources or recipes. The purpose of this project is to simplify the handling of secrets and data management by integrating a single method whereby Hashicorp Vault, Chef Vault, and Chef DataBag items can be managed.

Table of Contents generated with DocToc



This resource should work on any Chef supported platform with a Chef Client meeting the minimum requirements.


  • 12.5+


  • chef-vault, '~> 3.0'


To use the libraries, declare a dependency on this cookbook, and then use the libary as described in the section SecretsManagement::DSL.


This is an empty recipe and should not be modified.




The open_secret_item method supports accessing existing Hashicorp Vault, Chef Vault, and Chef DataBag items. The method supports two possible models for getting the data - determine_bag_type or find_<type>_item. By default, the method will attempt to perform the lookup unless the attribute :type is sent.


Name Description Type Mandatory
container Path to Hashicorp Vault or the Name of the Chef Vault or DataBag String X
item Item name in Vault or Bag String X
type Supported values: vault (Hashicorp), chef_vault, or data_bag String
vault Hash of supported keys for accessing Hashicorp environment. Minimum required keys are address and token. Hash

Note: When returning details from Hashicorp Vault, this library will normalize the key names as strings. By default, the keys will be returned as a symbol. To keep this output consistent across the ChefVault and DataBag models, the library converts the keys from symbols to strings.


# Open a secret item based on testing the options - vault, chef_vault, then data_bag
bag = open_secret_item('secret', 'item')

# Include a vault object to support looking into Hashicorp as part of the lookup
bag = open_secret_item('secret', 'item', vault: { 'token' => '1234', 'address' => '' })
# Look up a data_bag item
bag = open_secret_item('simple', 'item', type: 'data_bag')
# Lookup a chef_vault item
bag = open_secret_item('secrets', 'bacon', type: 'chef_vault')
# Lookup a chef_vault item and use the output to access a Hashicorp Vault item
vault_hash = open_secret_item('vault', 'secret', type: 'chef_vault')
bag = open_secret_item('secret/chef/os', 'windows', type: 'vault', vault: vault_hash)

Upload to Chef Server

This cookbook should be included in each organization of your CHEF environment. When importing, leverage Berkshelf:

berks upload --except test

NOTE: use the --no-ssl-verify switch if the CHEF server in question has a self-signed SSL certificate.

berks upload --no-ssl-verify --except test

Upload to Private Chef Supermarket

NOTE: You must set the following key knife[:supermarket_site] = 'https://<your-supermarket-server>'.

This cookbook should be uploaded to the CHEF Supermarket server. When importing, leverage Berkshelf vendor command:

# From a Linux/Mac host via Bash
berks vendor .bundle
for i in `ls .bundle`; do knife cookbook site share $i "Other" -o .bundle; done


# From a Windows host via PowerShell
berks vendor .bundle
foreach ($i in (Get-ChildItem -Path .bundle) ){
  knife cookbook site share $i "Other" -o .bundle

Cookbook Testing

Before you begin

Setup your testing and ensure all dependencies are installed. Open a terminal windows and execute:

gem install bundler
bundle install
berks install

Data_bags for Test-Kitchen

This cookbook requires the use of a data_bag for setting certain values. Local JSON version need to be stored in the directory structure as indicated below:

├── chef-repo/
│   ├── cookbooks
│   │   ├── secrets_management
│   │   │   ├── .kitchen.yml
│   │   │   ├── test
│   │   │   │   ├── fixtures
│   │   │   │   │   ├── data_bags
│   │   │   │   │   │   ├── data_bag_name
│   │   │   │   │   │   │   ├── data_bag_item.json

Note: Storing local testing versions of the data_bags at the root of your repo is considered best practice. This ensures that you only need to maintain a single copy while protecting the cookbook from being accientally committed with the data_bag. However, since this cookbook contains no recipes, we have included the test data_bags for Kitchen purposes. If you must change this location, then update the following key in the .kitchen.yml file.

data_bags_path: "test/fixtures/data_bags/"

Rakefile and Tasks

This repo includes a Rakefile for common tasks

Task Command Description
rake Run Style, Foodcritic, Maintainers, and Unit Tests
rake style Run all style checks
rake style:chef Run Chef style checks
rake style:ruby Run Ruby style checks
rake style:ruby:auto_correct Auto-correct RuboCop offenses
rake unit Run ChefSpec examples
rake integration Run all kitchen suites
rake maintainers:generate Generate MarkDown version of MAINTAINERS file

Chefspec and Test-Kitchen

  1. bundle install: Installs and pulls all ruby gems dependencies from the Gemfile.

  2. berks install: Installs all cookbook dependencies based on the [Berksfile](Berksfile) and the [metadata.rb](metadata.rb)

  3. rake: This will run all of the local tests - syntax, lint, unit, and maintainers file.

  4. rake integration: This will run all of the kitchen tests

Test Cookbook (secrets_management_test)

a test cookbook for the available LWRPs

The cookbook secrets_management does not include any executable recipes as it is designed to be an utility cookbook and support other initiatives. For the purposes of testing and validating this code, we have included a test cookbook with pre-configured recipes.

Name Description
Default Roll-up recipe to test all of the functionality of the LWRP-specific recipes
hashivault Test gathering secrets from Hashicorp Vault environments.
chef_vault Test gathering secrets from ChefVault bags
data_bag Test gathering secrets from Chef DataBags

Compliance Profile

Not included as this is a Resource only cookbook with no included recipes.


  • Fork it
  • Create your feature branch (git checkout -b my-new-feature)
  • Commit your changes (git commit -am 'Add some feature')
  • Push to the branch (git push origin my-new-feature)
  • Create new Pull Request

License & Authors

Author: Jeremy Goodrum (

Copyright: 2017 Exosphere Data, LLC

Copyright 2017 Exosphere Data, LLC

Permission is hereby granted, free of charge, to any person obtaining a copy of this
software and associated documentation files (the "Software"), to deal in the Software
without restriction, including without limitation the rights to use, copy, modify,
merge, publish, distribute, sublicense, and/or sell copies of the Software, and to
permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

Dependent cookbooks

chef-vault ~> 3.0

Contingent cookbooks

There are no cookbooks that are contingent upon this one.

secrets_management Cookbook CHANGELOG

This file is used to list changes made in each version of the secrets_management cookbook.


  • Initial release with support for reading Hashicorp Vault, Chef-Vault, and Chef Data bag items

Collaborator Number Metric

1.0.0 failed this metric

Failure: Cookbook has 0 collaborators. A cookbook must have at least 2 collaborators to pass this metric.

Contributing File Metric

1.0.0 passed this metric

Foodcritic Metric

1.0.0 passed this metric

No Binaries Metric

1.0.0 passed this metric

Testing File Metric

1.0.0 passed this metric

Version Tag Metric

1.0.0 passed this metric