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@lane-wetmore lane-wetmore commented Oct 10, 2025

Add documentation for snapshot single item recovery flow.

RFC: https://go.hashi.co/rfc/vlt-358

@lane-wetmore lane-wetmore requested a review from a team as a code owner October 10, 2025 16:49
@github-actions github-actions bot added Vault Content update for Vault product docs Vault IC Higher priority Vault content PR. Update relates to an important changes announcement. labels Oct 10, 2025
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@lane-wetmore lane-wetmore force-pushed the lane-wetmore/single-item-recovery branch from 5d7f92b to 40cae9e Compare October 10, 2025 16:57
@github-actions github-actions bot removed the Vault IC Higher priority Vault content PR. Update relates to an important changes announcement. label Oct 10, 2025
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schavis commented Oct 15, 2025

@lane-wetmore Is there a reason we didn't add the GUI instructions to the existing docs for recovering secrets in replicated and un-replicated environments instead of creating an entirely new docs?

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@lane-wetmore Is there a reason we didn't add the GUI instructions to the existing docs for recovering secrets in replicated and un-replicated environments instead of creating an entirely new docs?

Hi @schavis, no reason beyond that I wasn't aware of those docs. I'll move the new content over there.

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schavis commented Oct 16, 2025

Hi @schavis, no reason beyond that I wasn't aware of those docs. I'll move the new content over there.

@lane-wetmore No worries! They're relatively new. Feel free to ping me when it's ready for another look


<Tabs>

<Tab heading="Web UI" group="ui">
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Suggested change
<Tab heading="Web UI" group="ui">
<Tab heading="GUI" group="gui">

The established tab name/group for GUI instructions is "GUI"

Comment on lines +41 to +51
1. Open a web browser to access the Vault UI and sign in to the root namespace.
<Tip title="Namespace restriction">

Snapshot load and unload operations are restricted to the root namespace. All other snapshot operations
can be performed in other namespaces.

</Tip>

<Tip title="Permissions Required">
This requires snapshot management permissions.
</Tip>
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Suggested change
1. Open a web browser to access the Vault UI and sign in to the root namespace.
<Tip title="Namespace restriction">
Snapshot load and unload operations are restricted to the root namespace. All other snapshot operations
can be performed in other namespaces.
</Tip>
<Tip title="Permissions Required">
This requires snapshot management permissions.
</Tip>
Snapshot load and unload operations are restricted to the root namespace. All other snapshot operations
can be performed in other namespaces.
1. Open the Vault GUI and sign in to the root namespace. While you can perform
other snapshot operations from any namespace, you must perform load and
unload operations under the `root` namespace.

Style correction: write in active voice
Structural correction: whenever possible, include information in normal text rather than asides

Since the permission requirement is a prerequisite, we should add it to the "Before you start" section, especially since it's probably not just a GUI requirement

This requires snapshot management permissions.
</Tip>

2. Select **Secrets Recovery** from the left navigation menu.
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2. Select **Secrets Recovery** from the left navigation menu.
1. Select **Secrets Recovery** from the navigation menu.

Markdown correction: use 1. for all items in a numbered list
Style correction: avoid referencing specific positions on the screen for UI elements

2. Select **Secrets Recovery** from the left navigation menu.

3. Select **Upload snapshot**.
![Load snapshot button location emphasized](/img/ui-secret-recovery-upload.png)
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We really try to avoid multiple screenshots because of the maintenance cost. Is there a single, "hero" screenshot we can provide that we can use to make sure folks know they're on the right screen?


2. Select **Secrets Recovery** from the left navigation menu.

3. Select **Upload snapshot**.
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3. Select **Upload snapshot**.
1. Select **Upload snapshot**.

Comment on lines +178 to +186
1. A namespace selector will show when in the root namespace. Fill in the available fields to locate the secret to read or recover.
![Snapshot read and recover form fields](/img/ui-secret-recovery-fields.png)

2. Upon a successful read operation, the resource can be viewed as key value pairs or as JSON.
![Snapshot read view in key value format](/img/ui-secret-recovery-read-kv.png)
![Snapshot read view in JSON format](/img/ui-secret-recovery-read-json.png)

3. In addition to recovering to the original resource path, recovering a copy to a new path is possible. The original resource will be unaffected.
![Snapshot recovery to copy operation](/img/ui-secret-recovery-recover-copy.png)
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1. A namespace selector will show when in the root namespace. Fill in the available fields to locate the secret to read or recover.
![Snapshot read and recover form fields](/img/ui-secret-recovery-fields.png)
2. Upon a successful read operation, the resource can be viewed as key value pairs or as JSON.
![Snapshot read view in key value format](/img/ui-secret-recovery-read-kv.png)
![Snapshot read view in JSON format](/img/ui-secret-recovery-read-json.png)
3. In addition to recovering to the original resource path, recovering a copy to a new path is possible. The original resource will be unaffected.
![Snapshot recovery to copy operation](/img/ui-secret-recovery-recover-copy.png)
![Snapshot read and recover form fields](/img/ui-secret-recovery-fields.png)
Use the namespace selector to find the secret you want to read or recover. Once
you recover the snapshot, you can:
- view the snapshot data as key/value pairs or as a JSON object.
- recover the original resource path
- recover the original resource to a new path

Again, this is just a single step so a numbered list doesn't really make sense


4. Select the method of upload. If loading from **automated** snapshots, an automated snapshot config is required.
Refer to the [automated snapshot API](https://developer.hashicorp.com/vault/api-docs/system/storage/raftautosnapshots#load-a-snapshot-from-an-automated-snapshot-configuration)
to learn more about automated snapshots.
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to learn more about automated snapshots.
1. Select your upload method. To use an automted snapshot you must provide an
[automated snapshot config](/vault/api-docs/system/storage/raftautosnapshots#load-a-snapshot-from-an-automated-snapshot-configuration).

Style correction: write in active voice

Comment on lines +64 to +66
6. The status of the snapshot and the expiration date is shown. This also allows
navigation to the snapshot details view.
![Snapshot overview card with status and details link emphasized](/img/ui-secret-recovery-overview-details.png)
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6. The status of the snapshot and the expiration date is shown. This also allows
navigation to the snapshot details view.
![Snapshot overview card with status and details link emphasized](/img/ui-secret-recovery-overview-details.png)
1. Monitor the upload until the status says "Ready" and the expiration date
populates.
1. Click "View details &rarr; to open the snapshot details view.


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<Tab heading="Web UI" group="ui">
<Tab heading="GUI" group="gui">


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It looks like all the steps on this pages are the same as the replicated cluster instructions? If so, we should move them into partials (like the CLI and API directions) so we can use them across both pages

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