# HSM Key Vault Implementation Checklist

**Last Updated:** 2026-01-31  
**Document Version:** 1.0  
**Status:** Active Documentation

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**Date:** 2025-01-27  
**Status:** 📋 Ready for Implementation  
**Purpose:** Step-by-step checklist for HSM Key Vault migration

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## Pre-Implementation

### Documentation Review
- [x] Review all secrets management documentation
- [x] Understand migration plan
- [x] Identify all secret locations
- [x] Review security audit findings

### Preparation
- [x] Verify .gitignore coverage
- [x] Secure backup files
- [x] Create .env.example templates
- [x] Clean up documentation secrets
- [x] Document secret usage patterns

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## Phase 0: HSM Selection & Setup (Week 1-2)

### HSM Selection
- [ ] Review HSM options
  - [ ] HashiCorp Vault + HSM backend
  - [ ] AWS CloudHSM
  - [ ] Azure Dedicated HSM
  - [ ] On-premise HSM
- [ ] Select solution
- [ ] Document selection rationale

### HSM Procurement/Setup
- [ ] Procure HSM (if cloud/managed)
- [ ] Set up HSM infrastructure
- [ ] Configure HSM access
- [ ] Test HSM connectivity
- [ ] Document HSM configuration

### Vault Installation
- [ ] Install HashiCorp Vault
- [ ] Configure Vault cluster (if HA)
- [ ] Set up authentication methods
- [ ] Configure HSM backend (seal)
- [ ] Test Vault operations
- [ ] Document Vault configuration

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## Phase 1: Critical Secrets Migration (Week 3-4)

### Private Keys
- [ ] Identify all private key locations
- [ ] Generate new keys in HSM (if rotation needed)
- [ ] Store private keys in HSM
- [ ] Verify keys never exported
- [ ] Update applications to use HSM
- [ ] Test key operations
- [ ] Remove private keys from .env files
- [ ] Verify .gitignore coverage

### Cloudflare API Tokens
- [ ] Identify all Cloudflare token locations
- [ ] Create new API tokens (if rotation)
- [ ] Store tokens in Vault
- [ ] Update scripts to use Vault
- [ ] Test DNS automation
- [ ] Test SSL certificate management
- [ ] Remove tokens from files/scripts
- [ ] Revoke old tokens

### Database Passwords
- [ ] Identify all database credentials
- [ ] Store passwords in Vault
- [ ] Update connection strings
- [ ] Test database connectivity
- [ ] Remove passwords from .env files
- [ ] Consider Vault database secrets engine

### NPM Passwords
- [ ] Identify NPM credential locations
- [ ] Store passwords in Vault
- [ ] Update automation scripts
- [ ] Test NPM API access
- [ ] Remove passwords from files/scripts

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## Phase 2: High Priority Secrets (Week 5-6)

### JWT Secrets
- [ ] Identify JWT secret locations
- [ ] Generate new secrets
- [ ] Store in Vault
- [ ] Update applications
- [ ] Test authentication
- [ ] Remove from files

### Service API Keys
- [ ] Identify all service API keys
- [ ] Store in Vault
- [ ] Update service configurations
- [ ] Test service integrations
- [ ] Remove from files

### Tunnel Tokens
- [ ] Identify tunnel token locations
- [ ] Store in Vault
- [ ] Update tunnel configurations
- [ ] Test tunnel connectivity
- [ ] Remove from files/scripts

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## Phase 3: Medium Priority Secrets (Month 2)

### Third-Party API Keys
- [ ] Identify third-party keys
- [ ] Store in Vault
- [ ] Update integrations
- [ ] Test functionality
- [ ] Remove from files

### Monitoring Credentials
- [ ] Identify monitoring credentials
- [ ] Store in Vault
- [ ] Update monitoring configs
- [ ] Test monitoring access
- [ ] Remove from files

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## Phase 4: Low Priority Secrets (Month 3+)

### Configuration Values
- [ ] Identify configuration secrets
- [ ] Store in Vault (optional)
- [ ] Update configurations
- [ ] Test functionality

### Development Secrets
- [ ] Identify dev-only secrets
- [ ] Store in Vault (optional)
- [ ] Update dev environments
- [ ] Test functionality

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## Post-Migration

### Cleanup
- [ ] Remove all secrets from .env files
- [ ] Remove hardcoded secrets from scripts
- [ ] Clean up documentation
- [ ] Remove backup files (or ensure encrypted)
- [ ] Verify .gitignore coverage
- [ ] Update .env.example files

### Verification
- [ ] Test all applications
- [ ] Verify all secrets in Vault
- [ ] Check access controls
- [ ] Verify audit logging
- [ ] Security audit

### Documentation
- [ ] Update all documentation
- [ ] Document Vault paths
- [ ] Document access procedures
- [ ] Create runbooks
- [ ] Update onboarding docs

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## Ongoing Operations

### Secret Rotation
- [ ] Implement rotation procedures
- [ ] Schedule rotations
- [ ] Automate where possible
- [ ] Document rotation process
- [ ] Test rotation procedures

### Access Control
- [ ] Review Vault policies
- [ ] Implement RBAC
- [ ] Set up audit logging
- [ ] Regular access reviews
- [ ] Document access procedures

### Monitoring
- [ ] Set up secret access monitoring
- [ ] Configure alerts
- [ ] Regular security audits
- [ ] Compliance reporting
- [ ] Incident response plan

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## Success Criteria

### Security
- [x] All private keys in HSM
- [ ] All secrets in Vault
- [ ] No secrets in files
- [ ] No hardcoded secrets
- [ ] Access controls in place
- [ ] Audit logging active

### Operations
- [ ] All applications working
- [ ] All automation working
- [ ] Secret rotation implemented
- [ ] Monitoring active
- [ ] Documentation complete

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## Risk Mitigation

### Backup Strategy
- [ ] Encrypted backups of Vault data
- [ ] Multiple backup locations
- [ ] Regular restore testing
- [ ] Document recovery procedures

### Disaster Recovery
- [ ] HSM replication
- [ ] Vault cluster across regions
- [ ] Documented recovery procedures
- [ ] Regular DR testing

### Rollback Plan
- [ ] Document rollback procedures
- [ ] Maintain old system during transition
- [ ] Test rollback procedures
- [ ] Quick rollback capability

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## Timeline Summary

| Phase | Duration | Status |
|-------|----------|--------|
| Phase 0: HSM Setup | Week 1-2 | ⏳ Pending |
| Phase 1: Critical | Week 3-4 | ⏳ Pending |
| Phase 2: High Priority | Week 5-6 | ⏳ Pending |
| Phase 3: Medium Priority | Month 2 | ⏳ Pending |
| Phase 4: Low Priority | Month 3+ | ⏳ Pending |

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## Notes

- Update this checklist as migration progresses
- Check off items as completed
- Document any issues or deviations
- Review regularly

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**Status:** 📋 Ready for Implementation  
**Last Updated:** 2025-01-27