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docs: adding a storage concepts page#9155

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Apr 28, 2021
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docs: adding a storage concepts page#9155
mladlow merged 10 commits into
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docs-storage-concepts

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@mladlow mladlow commented Jun 5, 2020

This new concepts page very briefly covers some considerations for taking backups.

I have a google doc containing the same content. It's had some review. I'm happy to have a split of conversation here and in the doc, if people would prefer to look at the doc.

It very briefly covers some considerations for taking backups.
Comment thread website/pages/docs/concepts/storage.mdx Outdated
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Comment thread website/pages/docs/concepts/storage.mdx Outdated
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mladlow and others added 2 commits August 10, 2020 17:57
Co-authored-by: Calvin Leung Huang <cleung2010@gmail.com>
Co-authored-by: Jim Kalafut <jkalafut@hashicorp.com>
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This looks good to me. I think adding some clarity around the disk back ups for the underlying server is the only thing we need to address but all in all it's useful for practitioners. Good work @mladlow

Comment thread website/pages/docs/concepts/storage.mdx Outdated

**If your storage backend does not support atomic snapshots, we recommend only taking offline backups.**

We recommend taking backups **before**, but not during, write operations to the `/sys` API
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Do we want to give any explanation for why we recommend this? e.g. "Even with atomic snapshots, certain Vault operations may consist of multiple writes, and a snapshot taken in the middle of them may result in an inconsistent state and thus a less useful backup."

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I followed up with Nick and will follow up with Mark, but the short answer is no. Feel free to reach out to me for further discussion.

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This section may fit better in the "Why take backups" section.

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I think understanding when to take a backup is more of a "how do I" and less of a "should I" kind of thing - could you elaborate on the connection to the "should I" section?

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I more read it as you "should" take a backup before doing system changing operations. Which i think is more useful than saying don't take a snapshot during these operations.

Comment thread website/pages/docs/concepts/storage.mdx Outdated
Comment thread website/pages/docs/concepts/storage.mdx Outdated
Comment thread website/pages/docs/concepts/storage.mdx Outdated
### The Big Question - Why Take Backups?

It's important to consider the question of "why take a backup" while developing your ongoing
backup strategy.
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This section mostly talks about when not to use backups, should we add a bit more around when backups are useful? i.e. before an upgrade or major change to the cluster, to combat accidental data deletions, etc?

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@briankassouf I moved some things around - could you re-read the "Why take Backups" section and see what you think?

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This is good information to go into the docs!


## Supported Storage Backends

For enterprise customers, HashiCorp provides official support for Consul and
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Do we want to remove "For enterprise customers" here?

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I don't think so? I think you have to be paying us to have support?

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My thought was that if support encompasses fixing bugs reported in the open and reviewing community PRs for Consul and Raft storage, it is free for non-enterprise folks.

Comment thread website/content/docs/concepts/storage.mdx Outdated
your ongoing backup and disaster recovery strategy.

Taking a backup is recommended prior to upgrades, as downgrading Vault storage
is not always possible. Generally, a backup is recommended any time a major
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We may want to reword this to keep people from thinking that it is sometimes possible to downgrade storage. Some ideas: "downgrading Vault storage is not recommended", or "not supported"?

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Yeah, that's fair.

Co-authored-by: Vishal Nayak <vishalnayak@users.noreply.github.com>
@mladlow mladlow merged commit 6787f84 into master Apr 28, 2021
@mladlow mladlow deleted the docs-storage-concepts branch April 28, 2021 14:51
github-actions Bot pushed a commit that referenced this pull request Apr 28, 2021
* Adding a storage concepts page

It very briefly covers some considerations for taking backups.

* Apply suggestions from code review

Co-authored-by: Calvin Leung Huang <cleung2010@gmail.com>
Co-authored-by: Jim Kalafut <jkalafut@hashicorp.com>

* Updated with some additional comments

* Attempt to further clarify sensitivity

* Update storage.mdx

* More on "Why backup?"

Added HashiConf talk link.

* Update website/content/docs/concepts/storage.mdx

Co-authored-by: Vishal Nayak <vishalnayak@users.noreply.github.com>

Co-authored-by: Calvin Leung Huang <cleung2010@gmail.com>
Co-authored-by: Jim Kalafut <jkalafut@hashicorp.com>
Co-authored-by: Vishal Nayak <vishalnayak@users.noreply.github.com>
eualin pushed a commit to eualin/vault that referenced this pull request Sep 5, 2025
Co-authored-by: claire bontempo <68122737+hellobontempo@users.noreply.github.com>
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9 participants