What is a CircleCI Secret?

CircleCI is an agile, continuous integration/continuous deployment (CI/CD) platform. It aims to automate software development processes for faster, more reliable releases. CircleCI secrets empower developers to safeguard critical data while streamlining workflows.

What is a CircleCI secret?

CircleCI secrets are sensitive information that must be protected to guarantee the safe and reliable building and deployment of applications within your CI/CD pipeline. They can include API tokens, SSH keys, and environment variables containing credentials. These are to be hidden from the public and protected with access control to maintain security and integrity. In CircleCI, secrets are used within the configuration of continuous integration and delivery pipelines to allow automated processes to interact securely with other services, repositories, and infrastructure. Managing these secrets is crucial to prevent unauthorized access and potential security breaches.

Key features

• Pipeline integration: CircleCI secrets integrate into workflows, eliminating the need for complex setup. This built-in solution ensures automatic retrieval and management of credentials throughout the build, test, and deployment phases.
• Environment variable flexibility: CircleCI secrets can be easily referenced as environment variables across workflows. This flexibility allows a single codebase to cater to various development environments, including Dev, QA, pre-prod, etc.
• Centralized version control: CircleCI centralizes configuration files with secret references in the .circleci home directory. This approach removes the necessity of embedding sensitive data directly into your application.
• Native CircleCI tools for secrets management: The CircleCI CLI and CircleCI-Env-Inspector provide support for secrets management. The Inspector tool includes the ability to effortlessly create, rotate, audit, and generate reports—all without the hassle of installing additional complex systems.

Getting started with CircleCI secrets

Define a CircleCI secret via the CLI

To complete the CLI Installation, visit the official installation page. Then, define a secret via the CLI as follows:

$ circleci api create-secret MY_PROJECT_NAME MY_ENV_VAR_NAME

Reference secrets in CircleCI jobs

A CircleCI job is a collection of steps. You can leverage CircleCI secrets within your jobs to allow the pipeline to access confidential data without exposing it directly in the code. Here’s a .circleci/config.yml file definition using a secret named API_KEY inside of a job:

version: 2.1

jobs:
  build:
    docker:
      - image: circleci/python:3.8
    steps:
      - checkout
      # Your build steps here...
  test:
    docker:
      - image: circleci/node:18
    steps:
      - checkout
      # Your test steps here...
  deploy:
    docker:
      - image: circleci/python:3.8
    steps:
      - checkout
      # Deploy step that uses the secret
      - run:
          name: Deploy to Production
          command: |
            echo "Deploying to production..."
            # Use the API_KEY secret in your deployment script or command
            ./deploy_script.sh $API_KEY            

workflows:
  version: 2
  build_and_deploy:
    jobs:
      - build
      - test
      - deploy:
          # Specify the API_KEY secret for the deploy job
          secrets:
            - API_KEY

In this example:

1. Three jobs are defined: build, test, and deploy.
2. The deploy job includes a deploy step that uses the $API_KEY secret. The secret is accessed securely without exposing its actual value in the configuration file.
3. The build_and_deploy workflow is defined to execute the build, test, and deploy jobs in sequence.
4. The deploy job is specified to use the API_KEY secret, ensuring that the secret is available for this specific job in the workflow.

This example illustrates how CircleCI secrets can be leveraged within jobs to securely access confidential data during different stages of your CI/CD pipeline. The secret is referenced in the job configuration without exposing its value in the code, enhancing security and maintaining best practices for handling sensitive information.

Configure CircleCI workflows with secrets

A workflow is a set of rules defining a collection of jobs and their run order. You can integrate CircleCI secrets into workflows by referencing them in the configuration files. Doing so ensures your sensitive data remains secure while being accessible during the execution of CI/CD pipelines. For example, assume you have a secret named API_KEY defined for your CircleCI project. In your .circleci/config.yml file, you can reference this secret within your workflow steps:

version: 2.1

jobs:
  build:
    docker:
      - image: circleci/python:3.8
    steps:
      - checkout
      # Your build steps here...

workflows:
  version: 2
  build_and_deploy:
    jobs:
      - build
      # Deploy step that uses the secret
      - deploy:
          name: Deploy to Production
          command: |
            echo "Deploying to production..."
            # Use the API_KEY secret in your deployment script or command
            ./deploy_script.sh $API_KEY            

In this example:

• The build job is defined with its necessary steps.
• The build_and_deploy workflow is defined, including the build job.
• A subsequent job, named deploy, is included in the workflow. This job may represent the deployment step of your CI/CD process.
• In the deploy job, you can reference the API_KEY secret using the $API_KEY syntax. The reference lets you securely pass the secret value to your deployment script or command.

Adjust the job names, workflow structure, and secret references according to your project requirements. This example demonstrates the basic concept of integrating a CircleCI secret into your workflow by referencing it in the configuration file.

Best practices

Here are five best practices for managing CircleCI secrets:

• Adopt context-based management: Organize your secrets using contexts in CircleCI. Group related secrets together in a context, making managing access controls and permissions easier. Contexts ensure that only authorized personnel can access specific secrets based on their roles or responsibilities.
• Use fine-grained access controls: Set up fine-grained access controls and permissions for each context to restrict who can manage and utilize the secrets within that context. By carefully assigning permissions, you reduce the risk of unauthorized access to sensitive information, enhancing the overall security of your CI/CD process.
• Avoid hardcoding secrets in configuration files: Refrain from hardcoding secret values directly in your configuration files. Instead, reference secrets using the $SECRET_NAME syntax. This approach keeps sensitive information separate from the codebase, minimizing the risk of accidental exposure and making it easier to update or rotate secrets without modifying the code.
• Rotate secrets: Implement a regular rotation schedule for your secrets, especially for long-lived API keys or credentials. CircleCI provides an easy way to update secrets without modifying the configuration files. Note that OIDC can eliminate the need to store long-lived secrets in CircleCI. Learn how to use OIDC with Pulumi ESC to connect to AWS, GCP, ECR, and more.
• Perform auditing and monitoring: Implement auditing and monitoring mechanisms to track changes and usage of secrets within your CI/CD pipeline. CircleCI provides tools and logs that enable you to monitor when and how secrets are accessed.

Check out more security recommendations provided by CircleCI.

Challenges and considerations

Using CircleCI secrets comes with particular challenges and considerations that organizations should know to ensure a secure and efficient CI/CD pipeline.

• Management of secrets overhead: As the number of secrets and contexts grows, managing them can become challenging. Teams must actively track and monitor the usage of secrets, identifying where and by whom they are employed.
• Access control complexity: Setting up fine-grained access controls is crucial but can become complex as teams and projects scale. Defining and maintaining access permissions for different roles and responsibilities can be challenging. Clearly define roles to determine who needs access to specific secrets. Use role-based access control (RBAC) principles to simplify and organize permissions.
• Integration with external secret management systems: Organizations may already have established processes for secret management using external tools, and integrating these with CircleCI secrets can be complex. Evaluate whether integrating with an external secrets management system is necessary for your organization. If required, explore solutions that integrate with CircleCI and provide a unified approach to secrets management. Ensure that the chosen solution aligns with your security and compliance requirements.

Addressing these challenges and considerations requires a thoughtful approach to secrets management, clear communication within the development team, and a commitment to maintaining security best practices throughout the CI/CD pipeline. Regular reviews and updates to your secret management strategy will help ensure a secure and efficient development process.

Conclusion

Securing secrets in CircleCI is crucial for reinforcing the security of your CI/CD pipelines without compromising efficiency. Properly managing sensitive data within these workflows is essential to maintain the confidentiality of critical information. CircleCI secrets streamline development processes, balancing security and operational agility.

Now that you know about CircleCI secrets, take your cloud infrastructure management to the next level with Pulumi:

• Connect Pulumi IaC to CircleCI. Use Pulumi Orbs to create, deploy, and manage cloud-native applications and infrastructure in your favorite language.
• Integrate Pulumi in your pipelines: Review a comprehensive guide on how to build cloud infrastructure from your CI pipeline with Pulumi
• Use Pulumi ESC: Discover how to manage sensitive information in your cloud applications. Dive into Pulumi’s Secrets management guide for in-depth information on encrypting specific values for added security and ensuring that these values never appear in plain text in your state file​.

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