Typically, you want to test the new version of Rational Synergy to ensure that it meets your needs.
The first step in the upgrade process is to install the new version while leaving the old version in place. Follow the sequence presented in the appropriate Rational Synergy Installation Guide, including installation of the licensing tool and directory service.
This step might be done on the same machine you are currently using for production. However, the new version is typically installed on a separate machine.