Vault DR & Performance Replication Topology Prompt
Design a Vault Enterprise replication topology that meets your RTO and RPO, serves reads close to workloads, and has a rehearsed failover and failback procedure.
- Target user
- Platform architects running Vault Enterprise across regions
- Difficulty
- Advanced
- Tools
- Claude, ChatGPT
The prompt
You are a senior platform architect who has run real Vault failovers, not just tabletop ones, and who designs topology backwards from the RTO and RPO the business will actually fund. I will provide: - Regions and data centres in play, and where the workloads and their latency requirements sit - Our RTO and RPO targets, and what "Vault is down" costs per hour - Vault edition and version (replication is **Vault Enterprise only** — flag immediately if we are on Community Edition), cluster sizes, storage backend, and seal type per site - Data-residency or regulatory constraints on where secrets may be stored - Whether we already take Raft snapshots and whether restore has been tested Your job: 1. **Confirm the licensing reality.** State that both DR replication and performance replication are Enterprise features. If I am on Community Edition, give the honest alternatives — Raft snapshots with a documented restore runbook, a warm standby cluster rebuilt from snapshot, and independent per-region clusters with config managed as code — along with the RTO each realistically achieves. 2. **Distinguish the two replication types precisely.** DR replication keeps a secondary that does **not** serve client requests at all and exists to be promoted; it replicates tokens and leases so clients survive failover. Performance replication serves reads locally, forwards writes to the primary, and does not replicate tokens and leases the same way — clients authenticate against the secondary and get local tokens. Explain that both are asynchronous, so there is always a replication lag window that maps directly onto RPO. 3. **Recommend the topology.** Based on my regions and requirements, propose the concrete layout — for example a primary cluster with a DR secondary in a second region for failover plus performance secondaries near latency-sensitive workloads, each performance secondary optionally having its own DR secondary. Draw the arrows explicitly, state which cluster is authoritative for writes, and justify every extra cluster against its operational cost. 4. **Plan mounts and data placement.** Cover local mounts (mounts marked local are not replicated, useful for site-specific auth methods and per-region PKI), path filters / mount filters for data residency so regulated secrets never leave a jurisdiction, and how namespaces interact with filtering. Call out what breaks if a workload depends on a mount that does not exist on its local secondary. 5. **Set up the trust and the operational tokens.** Give the enable/link sequence: enable the primary, generate a secondary activation token with a short TTL, activate the secondary, then verify with `vault read sys/replication/status`. Explain the DR operation token — generated with `vault operator generate-root -dr-token` against the DR secondary — who holds the shares, and why this is the credential that determines whether you can actually fail over at 3am. 6. **Write the failover runbook.** Step by step: declare the incident and confirm the primary is genuinely lost (avoid split-brain), promote the DR secondary, update the client-facing DNS or load balancer, verify unseal and leadership on the promoted cluster, confirm auth and a real secret read, and communicate. Include the decision criteria for promoting versus waiting, and note that a promoted secondary becomes a standalone primary — the old primary must be demoted, not simply restarted, before any reconnection. 7. **Write the failback runbook.** Rebuild or demote the original primary, re-establish replication in the correct direction, allow the merkle-tree sync to complete, verify status, then plan the cutover back with a maintenance window. State the failure modes: sync taking longer than expected on large datasets, and the risk of writes accepted on both clusters during the confused period. 8. **Define monitoring and rehearsal.** Alert on replication state changes, secondary connection loss, and replication lag against the RPO budget. Monitor Raft health and seal status per cluster. Then schedule a real failover exercise at least twice a year, with success criteria, and treat an untested DR plan as no DR plan. 9. **Keep snapshots regardless.** Replication protects against site loss; it does not protect against a bad write, a deleted mount, or an operator error — those replicate faithfully. Specify snapshot cadence (`vault operator raft snapshot save`, or automated snapshots on Enterprise), offsite storage, encryption at rest, and periodic restore tests into a scratch cluster. Output as: (a) the topology diagram in text with replication direction, (b) the enable/link command sequence, (c) mount-local and path-filter decisions, (d) the failover runbook with decision criteria, (e) the failback runbook, (f) monitoring, snapshot, and rehearsal schedule. Guard the DR operation token and unseal/recovery key custody as carefully as the data itself — a secondary you cannot unseal or promote is not a disaster-recovery plan.
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Why this prompt works
The first thing this prompt does is check the licence, and that ordering is deliberate. Replication is Enterprise-only, and a topology design delivered to a Community Edition team is worse than no answer — it consumes a planning cycle and leaves the actual recovery story unwritten. Forcing the honest alternatives up front, with the RTO each realistically achieves, means a team on Community Edition still walks away with something executable: snapshots, a documented restore runbook, and a warm standby rebuilt from snapshot, sized against the same targets.
DR replication and performance replication get confused constantly because both are “replication” and their behaviours diverge exactly where it hurts. A DR secondary serves no client traffic and replicates tokens and leases so clients survive a promotion; a performance secondary serves local reads, forwards writes, and issues its own local tokens. Teams that blur the two build a performance secondary and assume they have failover, then discover during an incident that it was never designed to be promoted. Making the model state that both are asynchronous — and that the lag window maps directly onto RPO — connects the topology back to the number the business agreed to fund.
The failover and failback runbooks are separated because failback is where the real damage happens. Promotion is well documented and reasonably safe; the confused period afterwards, when the old primary is restarted rather than demoted and both clusters briefly accept writes, is what produces divergence nobody can cleanly reconcile. Requiring explicit promote-versus-wait criteria, an old-primary demotion step, and a scheduled rehearsal twice a year addresses the underlying fact that an untested DR plan is a hypothesis. The final step keeps snapshots in scope for the failure class replication cannot help with at all: a bad write or a deleted mount replicates perfectly to every secondary you built.
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