How to migrate my AWS RDS DB instance to an Aurora cluster for BI purposes?

The simplest way to migrate an existing AWS RDS instance to an Aurora cluster is to use AWS’ snapshot feature (see Creating a DB snapshot and Restoring from a DB cluster snapshot for more information).
The process involves both you ([Customer]) and your Octolis account manager ([Octolis]), and should go as follows:
  1. [Customer] Make sure there is no activity on your Octolis account:
    1. Stop any process that might be sending requests to the Data API,
    2. Make sure any pending or in-progress executions are completed,
    3. Temporarily disable any CRON-based executions.
  1. [Customer + Octolis] To be 100% sure that no activity happens on the data warehouse during the migration, ask your account manager to temporarily disable your account. This step is important because if Octolis writes data in your data warehouse during or after the snapshot is taken, those data changes will be lost.
  1. [Customer] Once sure that Octolis is locked out of the data warehouse, go to the AWS console and create a snapshot from your RDS instance (see Creating a DB snapshot).
  1. [Customer] Once the snapshot is completed & available, create a new RDS Aurora cluster using the snapshot (see Restoring from a DB cluster snapshot). Make sure it is publicly available, otherwise, Octolis won’t be able to connect to it.
  1. [Customer + Octolis] Once the cluster is created & available, give the connection information (write endpoint, port, database name, credentials, etc) to your account manager so she can update your data warehouse information in Octolis.
  1. [Customer] At this point, the Octolis account is back online and can be operated as usual.