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OWASP Core Rule Set 3.x

Installing ModSecurity
=====================

This document does NOT detail how to install ModSecurity. Rather,
only information pertaining to the installation of the OWASP Core
Rule Set (CRS) is provided. However, ModSecurity is a prerequisite
for the CRS installation. Information on installing ModSecurity
can be found within the ModSecurity project at
https://github.com/SpiderLabs/ModSecurity or at ModSecurity.org.

Installing From a Package Manager
=================================

The OWASP Core Rule Set (CRS) is available from many sources. On
multiple platforms this includes package managers. These packages are
maintained by independent packagers who package CRS in their own time.
Historically, many of these packages have been out of date. As such,
it is recommended that you install, where possible, from our GitHub
repository. The following CRS 3.x packages are known to exist:

modsecurity-crs - Debian
mod_security_crs - Fedora
modsecurity-crs - Gentoo

Packages of CRS 2.x are incompatible with CRS 3.x.

Installing
==========

You can download a copy of the CRS from the following URL:
https://coreruleset.org/installation/

Our release zip/tar.gz files are the preferred way to install CRS.

However, if you want to follow rule development closely and get
the newest protections quickly, you can also clone our GitHub
repository to get the current work-in-progress for the next release.

Prerequisites
-------------

CRS is designed to be used with ModSecurity (although many other
projects also use the provided rules). CRS version 3.x is designed for
ModSecurity 2.8 or above. CRS version 3.x makes use of libinjection
and libXML2. Failure to provide these prerequisites may result in
serious false negatives and CRS version 3.x should NOT be run without
these. Note, however, that libinjection is bundled with ModSecurity
since version 2.8. Additionally, if you are downloading from the
GitHub repo you will need to install 'git' on your system.

Upgrading from CRS 2.x
----------------------
CRS 3.x is a major release incompatible with CRS 2.x.
The rule IDs have changed. The file id_renumbering/IdNumbering.csv
contains a list with old and new rule IDs. However, a key feature
of the release 3.x is the reduction of false positives in the
default installation and we recommend you start with a fresh
install from scratch.
Key parameter variables have changed their name and new features
have been introduced. Your former modsecurity_crs_10_setup.conf
file is thus no longer usable.
We recommend you to start with a fresh install from scratch.

Installing on Apache
--------------------
1. Install ModSecurity for Apache
2. Ensure that ModSecurity is loading correctly by checking error.log
at start up for lines indicating ModSecurity is installed. An example
might appear as follows:
```ModSecurity for Apache/2.9.1 (http://www.modsecurity.org/) configured.```
3. The most common method of deploying ModSecurity we have seen is
to create a new folder underneath the Apache directory (typically
/usr/local/apache/, /etc/httpd/, or /etc/apache2). Often this folder
is called 'modsecurity.d'. Create this folder and cd into it.
4. Download our release from https://coreruleset.org/installation/
and unpack it into a new owasp-modsecurity-crs folder.
5. Move the crs-setup.conf.example file to crs-setup.conf.
Please take the time to go through this file and customize the settings
for your local environment. Failure to do so may result in false
negatives and false positives. See the section entitled OWASP CRS
Configuration for more detail.
6. Rename rules/REQUEST-900-EXCLUSION-RULES-BEFORE-CRS.conf.example and
rules/RESPONSE-999-EXCLUSION-RULES-AFTER-CRS.conf.example to remove the
'.example' extension. This will allow you to add exclusions without updates
overwriting them in the future.
7. Add the following line to your httpd.conf/apache2.conf (the following
assumes you've put CRS into modsecurity.d/owasp-modsecurity-crs). You
can alternatively place these in any config file included by Apache:
```
<IfModule security2_module>
Include modsecurity.d/owasp-modsecurity-crs/crs-setup.conf
Include modsecurity.d/owasp-modsecurity-crs/rules/*.conf
</IfModule>
```
8. Restart web server and ensure it starts without errors
9. Make sure your web sites are still running fine.
10. Proceed to the section "Testing the Installation" below.

Installing on Nginx
-------------------
1. Compile ModSecurity into Nginx
2. Ensure that ModSecurity is loading correctly by checking error.log
at start up for lines indicating ModSecurity is installed. An example
might appear as follows:
```ModSecurity for nginx (STABLE)/2.9.1 (http://www.modsecurity.org/) configured.```
3. The most common method of deploying ModSecurity we have seen is
to create a new folder underneath the Nginx directory (typically
/usr/local/nginx/conf/). Often this folder
is called 'owasp-modsecurity-crs'. Create this folder and cd into it.
4. Download our release from https://coreruleset.org/installation/
and unpack it into a new owasp-modsecurity-crs folder.
5. Move the crs-setup.conf.example file to crs-setup.conf.
Please take this time to go through this
file and customize the settings for your local environment. Failure to
do so may result in false negatives and false positives. See the
section entitled OWASP CRS Configuration for more detail.
6. Rename rules/REQUEST-900-EXCLUSION-RULES-BEFORE-CRS.conf.example and
rules/RESPONSE-999-EXCLUSION-RULES-AFTER-CRS.conf.example to remove the
'.example' extension. This will allow you to add exceptions without updates
overwriting them in the future.
7. Nginx requires the configuration of a single ModSecurity
configuration file within the nginx.conf file using the
'ModSecurityConfig' directive (when using ModSecurity 2.x).
Best practice is to set 'ModSecurityConfig' to a file from
which you will include your other ModSecurity configuration
files. In this example we will use:
```ModSecurityConfig modsec_includes.conf;```
7. Within modsec_includes.conf create your includes to the
CRS folder similar to as follows (The modsecurity.conf file from the
ModSecurity installation is included in this example):
```
include modsecurity.conf
include owasp-modsecurity-crs/crs-setup.conf
include owasp-modsecurity-crs/rules/REQUEST-900-EXCLUSION-RULES-BEFORE-CRS.conf
include owasp-modsecurity-crs/rules/REQUEST-901-INITIALIZATION.conf
include owasp-modsecurity-crs/rules/REQUEST-903.9001-DRUPAL-EXCLUSION-RULES.conf
include owasp-modsecurity-crs/rules/REQUEST-903.9002-WORDPRESS-EXCLUSION-RULES.conf
include owasp-modsecurity-crs/rules/REQUEST-903.9003-NEXTCLOUD-EXCLUSION-RULES.conf
include owasp-modsecurity-crs/rules/REQUEST-903.9004-DOKUWIKI-EXCLUSION-RULES.conf
include owasp-modsecurity-crs/rules/REQUEST-903.9005-CPANEL-EXCLUSION-RULES.conf
include owasp-modsecurity-crs/rules/REQUEST-903.9006-XENFORO-EXCLUSION-RULES.conf
include owasp-modsecurity-crs/rules/REQUEST-905-COMMON-EXCEPTIONS.conf
include owasp-modsecurity-crs/rules/REQUEST-910-IP-REPUTATION.conf
include owasp-modsecurity-crs/rules/REQUEST-911-METHOD-ENFORCEMENT.conf
include owasp-modsecurity-crs/rules/REQUEST-912-DOS-PROTECTION.conf
include owasp-modsecurity-crs/rules/REQUEST-913-SCANNER-DETECTION.conf
include owasp-modsecurity-crs/rules/REQUEST-920-PROTOCOL-ENFORCEMENT.conf
include owasp-modsecurity-crs/rules/REQUEST-921-PROTOCOL-ATTACK.conf
include owasp-modsecurity-crs/rules/REQUEST-930-APPLICATION-ATTACK-LFI.conf
include owasp-modsecurity-crs/rules/REQUEST-931-APPLICATION-ATTACK-RFI.conf
include owasp-modsecurity-crs/rules/REQUEST-932-APPLICATION-ATTACK-RCE.conf
include owasp-modsecurity-crs/rules/REQUEST-933-APPLICATION-ATTACK-PHP.conf
include owasp-modsecurity-crs/rules/REQUEST-934-APPLICATION-ATTACK-NODEJS.conf
include owasp-modsecurity-crs/rules/REQUEST-941-APPLICATION-ATTACK-XSS.conf
include owasp-modsecurity-crs/rules/REQUEST-942-APPLICATION-ATTACK-SQLI.conf
include owasp-modsecurity-crs/rules/REQUEST-943-APPLICATION-ATTACK-SESSION-FIXATION.conf
include owasp-modsecurity-crs/rules/REQUEST-944-APPLICATION-ATTACK-JAVA.conf
include owasp-modsecurity-crs/rules/REQUEST-949-BLOCKING-EVALUATION.conf
include owasp-modsecurity-crs/rules/RESPONSE-950-DATA-LEAKAGES.conf
include owasp-modsecurity-crs/rules/RESPONSE-951-DATA-LEAKAGES-SQL.conf
include owasp-modsecurity-crs/rules/RESPONSE-952-DATA-LEAKAGES-JAVA.conf
include owasp-modsecurity-crs/rules/RESPONSE-953-DATA-LEAKAGES-PHP.conf
include owasp-modsecurity-crs/rules/RESPONSE-954-DATA-LEAKAGES-IIS.conf
include owasp-modsecurity-crs/rules/RESPONSE-959-BLOCKING-EVALUATION.conf
include owasp-modsecurity-crs/rules/RESPONSE-980-CORRELATION.conf
include owasp-modsecurity-crs/rules/RESPONSE-999-EXCLUSION-RULES-AFTER-CRS.conf
```
8. Restart web server and ensure it starts without errors
9. Make sure your web sites are still running fine.
10. Proceed to the section "Testing the Installation" below.

Installing on IIS
-----------------
The IIS installer comes with an optional version of CRS built in.
To upgrade or install this after the fact follow the following
steps.
1. Navigate to "[drive_letters]:\Program Files\ModSecurity IIS\"
2. Download our release from https://coreruleset.org/installation/
and unpack it into the current folder.
3. Move the crs-setup.conf.example file to crs-setup.conf.
Please take this time to go through this
file and customize the settings for your local environment. Failure to
do so may result in false negatives and false positives. See the
section entitled OWASP CRS Configuration for more detail.
4. Rename rules/REQUEST-900-EXCLUSION-RULES-BEFORE-CRS.conf.example and
rules/RESPONSE-999-EXCLUSION-RULES-AFTER-CRS.conf.example to remove the
'.example' extension. This will allow you to add exceptions without updates
overwriting them in the future.
5. Navigate back to the 'ModSecurity IIS' folder and modify the
'modsecurity_iis' to include the following:
```
include owasp-modsecurity-crs/crs-setup.conf
include owasp-modsecurity-crs/rules/REQUEST-900-EXCLUSION-RULES-BEFORE-CRS.conf
include owasp-modsecurity-crs/rules/REQUEST-901-INITIALIZATION.conf
include owasp-modsecurity-crs/rules/REQUEST-905-COMMON-EXCEPTIONS.conf
include owasp-modsecurity-crs/rules/REQUEST-910-IP-REPUTATION.conf
include owasp-modsecurity-crs/rules/REQUEST-911-METHOD-ENFORCEMENT.conf
include owasp-modsecurity-crs/rules/REQUEST-912-DOS-PROTECTION.conf
include owasp-modsecurity-crs/rules/REQUEST-913-SCANNER-DETECTION.conf
include owasp-modsecurity-crs/rules/REQUEST-920-PROTOCOL-ENFORCEMENT.conf
include owasp-modsecurity-crs/rules/REQUEST-921-PROTOCOL-ATTACK.conf
include owasp-modsecurity-crs/rules/REQUEST-930-APPLICATION-ATTACK-LFI.conf
include owasp-modsecurity-crs/rules/REQUEST-931-APPLICATION-ATTACK-RFI.conf
include owasp-modsecurity-crs/rules/REQUEST-932-APPLICATION-ATTACK-RCE.conf
include owasp-modsecurity-crs/rules/REQUEST-933-APPLICATION-ATTACK-PHP.conf
include owasp-modsecurity-crs/rules/REQUEST-941-APPLICATION-ATTACK-XSS.conf
include owasp-modsecurity-crs/rules/REQUEST-942-APPLICATION-ATTACK-SQLI.conf
include owasp-modsecurity-crs/rules/REQUEST-943-APPLICATION-ATTACK-SESSION-FIXATION.conf
include owasp-modsecurity-crs/rules/REQUEST-949-BLOCKING-EVALUATION.conf
include owasp-modsecurity-crs/rules/RESPONSE-950-DATA-LEAKAGES.conf
include owasp-modsecurity-crs/rules/RESPONSE-951-DATA-LEAKAGES-SQL.conf
include owasp-modsecurity-crs/rules/RESPONSE-952-DATA-LEAKAGES-JAVA.conf
include owasp-modsecurity-crs/rules/RESPONSE-953-DATA-LEAKAGES-PHP.conf
include owasp-modsecurity-crs/rules/RESPONSE-954-DATA-LEAKAGES-IIS.conf
include owasp-modsecurity-crs/rules/RESPONSE-959-BLOCKING-EVALUATION.conf
include owasp-modsecurity-crs/rules/RESPONSE-980-CORRELATION.conf
include owasp-modsecurity-crs/rules/RESPONSE-999-EXCLUSION-RULES-AFTER-CRS.conf
```
6. Restart web server and ensure it starts without errors
7. Make sure your web sites are still running fine.
8. Proceed to the section "Testing the Installation" below.

Testing the Installation
========================
To test your installation you should be able to use any number
of attacks. A typical request which should trigger CRS would be
```http://localhost/?param="><script>alert(1);</script>```
Upon sending this request you should see events reported in the
error log (nginx apache) or the event viewer (IIS).

If have not changed the defaults with regards to anomaly scoring,
blocking and sampling percentage, then this request should have
been blocked and access forbidden. Likewise if you have configured
ModSecurity debug logging and/or audit logging this event should
log to these locations as well.

OWASP CRS Configuration
=======================
The crs-setup.conf file includes management rules
and directives that can control important CRS functions.
The crs-setup.conf file comes with extensive comments.
This section here brings only the essential parts.

By default we do not include settings within the crs-setup.conf
that configure ModSecurity itself. Instead those configuration
settings are set during the installation of ModSecurity proper.
An example for such such a
configuration file is available via the ModSecurity project
(https://github.com/SpiderLabs/ModSecurity/blob/master/modsecurity.conf-recommended).
Be aware the crs-setup.conf file DOES specify
configuration directives such as SecDefaultAction. The default
is the anomaly scoring mode with the appropriate
SecDefaultAction as defined in the crs-setup.conf.
Alternative configuration modes are supported and explained
in crs-setup.conf.

The default anomaly/correlation mode establishes an incoming
anomaly score threshold of 5 and an outgoing anomaly score
threshold of 4. The default installation has been tuned to
reduce false positives in a way that will allow most requests
to pass in this default setup.

However, testing the setup and tuning false positives
before going to production is vital. This is especially true
if you raise the paranoia level with is set to 1 by default.
Higher paranoia levels ranging from 2 to 4 include more
aggressive rules which will raise additional false positives
but also raise the security level of your service.

If you are unsure about the performance impact of the CRS
or if you are unsure about the number of false positives, then
you may want to use the sampling percentage. This number,
which is set to 100 by default, controls the percentage
of requests which is funneled into the CRS. Fresh installs
on high traffic sites are advised to start with a low, or
very low number of percentages and raise the number
slowly up to 100. Be aware that any number below 100 allows
a random number of requests to bypass the ruleset completely.

Update the TX policy settings for allowed Request Methods, File
Extensions, maximum numbers of arguments, etc to better reflect
your environment that is being protected.

Make sure your GeoIP and Project Honeypot settings are specified
if you are using them.
The GeoIP database is no longer included with the CRS. Instead
you are advised to download it regularly.

The use of Project Honeypot requires a
free API key. These require an account but can be obtained at
https://www.projecthoneypot.org/httpbl_configure.php.

Be sure to check out the other settings present within the
crs-setup.conf file. There are many other options that have to
do with aspects of web application security that are beyond
this document but are well explained in crs-setup.conf.

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